Original filing (PDF)20250728104943NAL0000799859002

ACOSTA INSURANCE AGENCY, LLC

Name: ACOSTA INSURANCE AGENCY, LLC — ACOSTA INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: ACOSTA INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

ACOSTA INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ACOSTA INSURANCE AGENCY, LLC

EIN

83-2995192all filings

Address

2743 SMITH RANCH RD · SUITE 201 · PEARLAND, TX · 77494

Phone

(713) 984-4611

Industry