How big is Insurance Toolkits, LLC's plan?

Insurance Toolkits, LLC's plan reported $446K in assets and 14 participants for 2025.

Original filing (PDF)20260423220415NAL0002826867062

Insurance Toolkits, LLC

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

Form 5500-SF

FILING_RECEIVED

Insurance Toolkits, LLC 401(k) Plan

401(k) retirement plan · Insurance Toolkits, LLC's Insurance Toolkits, LLC 401(k) Plan held $446K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

People on this filing

Elantha Barry signed Insurance Toolkits, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Insurance Toolkits, LLC's EIN is 84-5021461.

EIN 84-5021461

Plan number 001

Plan year 2025

ACK ID 20260423220415NAL0002826867062

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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