How big is Friendly Insurance Advisor Group LLC's plan?

Friendly Insurance Advisor Group LLC's plan reported $9K in assets and 1 participants for 2025.

Original filing (PDF)20260512123856NAL0006706209001

Friendly Insurance Advisor Group LLC

Name: Friendly Insurance Advisor Group LLC — Friendly, Form 5500 (2025)
Creator: Friendly Insurance Advisor Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Friendly Insurance Advisor Group LLC 401(k) Plan

401(k) retirement plan · Friendly Insurance Advisor Group LLC's Friendly Insurance Advisor Group LLC 401(k) Plan held $9K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Miguel Contreras signed Friendly Insurance Advisor Group LLC's 2025 Form 5500 as plan administrator.

Miguel Contreras — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Friendly Insurance Advisor Group LLC's EIN is 83-1773878.

EIN 83-1773878

Plan number 001

Plan year 2025

ACK ID 20260512123856NAL0006706209001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Friendly Insurance Advisor Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Friendly Insurance Advisor Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRIENDLY INSURANCE ADVISOR GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score