How big is Lematta Insurance Agency LLC's plan?

Lematta Insurance Agency LLC's plan reported $118K in assets and 2 participants for 2025.

Original filing (PDF)20260330122138NAL0009167505001

Lematta Insurance Agency LLC

Name: Lematta Insurance Agency LLC — Collaborative, Form 5500 (2025)
Creator: Lematta Insurance Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Lematta Insurance Agency LLC's Collaborative Retirement Trust held $118K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

Plan identifiers

Lematta Insurance Agency LLC's EIN is 84-4220636.

EIN 84-4220636

Plan number 001

Plan year 2025

ACK ID 20260330122138NAL0009167505001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Lematta Insurance Agency LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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