How big is TAKE Command Insurance Agency Inc.'s plan?

TAKE Command Insurance Agency Inc.'s plan reported $3.9M in assets and 114 participants for 2024.

Original filing (PDF)20251021093144NAL0001181235001

TAKE Command Insurance Agency Inc.

Name: TAKE Command Insurance Agency Inc. — TAKE Command, Form 5500 (2024)
Creator: TAKE Command Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TAKE Command Health 401(k) Plan

401(k) retirement plan · TAKE Command Insurance Agency Inc.'s TAKE Command Health 401(k) Plan held $3.9M in plan assets for 114 participants in 2024, with Betterment as recordkeeper.

Active participants

114

Accounts w/ balance

157

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Wayne Scott signed TAKE Command Insurance Agency Inc.'s 2024 Form 5500 as plan administrator.

Wayne Scott — 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

TAKE Command Insurance Agency Inc.'s EIN is 85-1189788.

EIN 85-1189788

Plan number 001

Plan year 2024

ACK ID 20251021093144NAL0001181235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TAKE Command Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

TAKE COMMAND INSURANCE AGENCY INC.

EIN

all filings

Address

1410 E. RENNER RD STE 200 · RICHARDSON, TX · 75082

Phone

(214) 866-7757

Industry

Finance & Insurance

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

2025-10-21

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)

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	—	NEW YORK, NY	RECORDKEEPER	$6K	—

Investments

30 direct securities· $3.9M(100% of reported assets)

Mutual Funds

$2.2M

12 holdings

Other securities

$857K

16 holdings

Common Collective Trusts

$759K

1 holding

U.S. Treasuries

$2K

1 holding

					% of plan
Vanguard FTSE Developed Markets	Mutual Funds	—	—	$874K	22.6%
Vanguard Total Stock Market ETF	Mutual Funds	—	—	$846K	21.9%
State Street SPDR Portfolio S&P 500 ETF	Common Collective Trusts	—	—	$759K	19.6%
iShares Core Total US Bond Market ETF	Other securities	—	—	$349K	9.0%
Vanguard FTSE Emerging Markets	Mutual Funds	—	—	$290K	7.5%
State Street SPDR Portfolio S&P 400 Mid Cap	Other securities	—	—	$193K	5.0%
State Street SPDR Portfolio S&P 600 Small Cap ETF	Other securities	—	—	$146K	3.8%
Vanguard Total International Bond ETF	Mutual Funds	—	—	$84K	2.2%
iShares Emerging Markets USD Bond ETF	Other securities	—	—	$68K	1.8%
Vanguard Value ETF	Mutual Funds	—	—	$52K	1.3%
Vanguard Mid-Cap Value ETF	Mutual Funds	—	—	$40K	1.0%
Vanguard Small-Cap Value ETF	Mutual Funds	—	—	$34K	0.9%
iShares 0-5 Year TIPS Bond ETF	Other securities	—	—	$33K	0.9%
Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity	Other securities	—	—	$30K	0.8%
Vanguard Dividend Appreciation ETF	Mutual Funds	—	—	$13K	0.3%
JPMorgan Ultra-Short Income	Other securities	—	—	$7K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta International Equity	Other securities	—	—	$7K	0.2%
Vanguard Short-Term Inflation-Protected Securities ETF	Mutual Funds	—	—	$5K	0.1%
Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF	Other securities	—	—	$4K	0.1%
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF	Other securities	—	—	$4K	0.1%
Vanguard Large-Cap ETF - DNQ	Mutual Funds	—	—	$4K	0.1%
Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF	Other securities	—	—	$4K	0.1%
Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF	Other securities	—	—	$4K	0.1%
Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity	Other securities	—	—	$3K	<0.1%
Vanguard LongTerm Government Bond	U.S. Treasuries	—	—	$2K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF	Other securities	—	—	$2K	<0.1%
Vanguard Mid-Cap Stock ETF	Mutual Funds	—	—	$2K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF	Other securities	—	—	$2K	<0.1%
Vanguard Small-Cap Stock ETF	Mutual Funds	—	—	$1K	<0.1%
Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF	Other securities	—	—	$1K	<0.1%