Original filing (PDF)20250718180627NAL0001145011001

NATION WIDE ASSISTANCE LLC

Name: NATION WIDE ASSISTANCE LLC — NATION WIDE ASSISTANCE 401(K) PLAN, Form 5500 (2024)
Creator: NATION WIDE ASSISTANCE LLC

Form 5500-SF

FILING_RECEIVED

NATION WIDE ASSISTANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

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 NATION WIDE ASSISTANCE LLC.

Plan sponsor

Name

NATION WIDE ASSISTANCE LLC

EIN

85-0613002all filings

Address

1200 LAKE SAINT LOUIS BLVD · STE 100 · LAKE SAINT LOUIS, MO · 63367

Phone

(314) 680-4511

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

2025-07-18

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

COASTAL INSURANCE PARTNERS, LLC

COASTAL INSURANCE PARTNERS, LLC 401(K) PLAN

$40K · 2 participants

BEN SPENCER INSURANCY AGENCY INC

BEN SPENCER INSURANCY AGENCY INC - 401K

$40K · 3 participants

K WALTKO INC

MEDCARE 360 RETIREMENT PLAN

$40K · 2 participants

CURTIS R. MONDAY INSURANCE AGENCY, INC.

CURTIS R. MONDAY INSURANCE AGENCY, INC. 401K

$40K · 7 participants

MANUEL GOMEZ III

MANUEL GOMEZ III 401K PLAN

$40K · 10 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.