Original filing (PDF)20251015150943NAL0004952081001

THE AGENCY CLUSTER, LLC

Name: THE AGENCY CLUSTER, LLC — THE AGENCY CLUSTER, LLC 401K PSP & TRUST, Form 5500 (2024)
Creator: THE AGENCY CLUSTER, LLC

Form 5500-SF

FILING_RECEIVED

THE AGENCY CLUSTER, LLC 401K PSP & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$322K

Net assets (EOY)

$322K

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.

Decision-maker contacts

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

Plan sponsor

Name

THE AGENCY CLUSTER, LLC

EIN

84-4083401all filings

Address

11335 CONCORD HAMBDEN ROAD · PAINESVILLE, OH · 44077

Phone

—

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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