Original filing (PDF)20250403150155NAL0015927728001

HIRST INSURANCE AGENCY INC

Name: HIRST INSURANCE AGENCY INC — HIRST INSURANCE AGENCY INC 401K PLAN, Form 5500 (2024)
Creator: HIRST INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

HIRST INSURANCE AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIRST INSURANCE AGENCY INC.

Plan sponsor

Name

HIRST INSURANCE AGENCY INC

EIN

84-3450596

Address

4895 ATLANTA RD SE STE A · ATLANTA, GA · 30339

Phone

(404) 510-8025

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

KRINA MALLGREN INSURANCE AGENCY, INC.

KRINA MALLGREN INSURANCE AGENCY 401(K) PLAN

$43K · 4 participants

PRG INSURANCE RECRUITERS

PRG INSURANCE RECRUITERS 401K PLAN

$43K · 12 participants

KYLE CHUANG INSURANCE AGENCY, INC.

KC & ASSOCIATES 401(K) PLAN

$43K · 2 participants

AG BUSINESS GROUP, INC.

AG ENTERPRISES 401(K) PLAN

$43K · 164 participants

NORTH AMERICAN INSURANCE GROUP

NORTH AMERICAN INSURANCE GROUP 401(K) PROFIT SHARING PLAN & TRUST