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Original filing (PDF)20251021093144NAL0001181235001
TAKE COMMAND INSURANCE AGENCY INC.
Form 5500
FILING_RECEIVED
TAKE COMMAND HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
157
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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 (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAKE COMMAND INSURANCE AGENCY INC..
Plan sponsor
Name
TAKE COMMAND INSURANCE AGENCY INC.
EIN
85-1189788
Address
1410 E. RENNER RD STE 200 · RICHARDSON, TX · 75082
Phone
(214) 866-7757
Industry
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
2025-10-21
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
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets | — | — | — | $874K | 22.6% | |
| Vanguard Total Stock Market ETF | — | — | — | $846K | 21.9% | |
| State Street SPDR Portfolio S&P 500 ETF | — | — | — | $759K | 19.6% | |
| iShares Core Total US Bond Market ETF | — | — | — | $349K | 9.0% | |
| Vanguard FTSE Emerging Markets | — | — | — | $290K | 7.5% | |
| State Street SPDR Portfolio S&P 400 Mid Cap | — | — | — | $193K | 5.0% | |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | — | — | — | $146K | 3.8% | |
| Vanguard Total International Bond ETF | — | — | — | $84K | 2.2% | |
| iShares Emerging Markets USD Bond ETF | — | — | — | $68K | 1.8% | |
| Vanguard Value ETF | — | — | — | $52K | 1.3% | |
| Vanguard Mid-Cap Value ETF | — | — | — | $40K | 1.0% | |
| Vanguard Small-Cap Value ETF | — | — | — | $34K | 0.9% | |
| iShares 0-5 Year TIPS Bond ETF | — | — | — | $33K | 0.9% | |
| Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity | — | — | — | $30K | 0.8% | |
| Vanguard Dividend Appreciation ETF | — | — | — | $13K | 0.3% | |
| JPMorgan Ultra-Short Income | — | — | — | $7K | 0.2% | |
| Goldman Sachs Goldman Sachs ActiveBeta International Equity | — | — | — | $7K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities ETF | — | — | — | $5K | 0.1% | |
| Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF | — | — | — | $4K | 0.1% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | — | — | — | $4K | 0.1% | |
| Vanguard Large-Cap ETF - DNQ | — | — | — | $4K | 0.1% | |
| Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF | — | — | — | $4K | 0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF | — | — | — | $4K | 0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity | — | — | — | $3K | <0.1% | |
| Vanguard LongTerm Government Bond | — | — | — | $2K | <0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF | — | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Stock ETF | — | — | — | $2K | <0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Stock ETF | — | — | — | $1K | <0.1% | |
| Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF | — | — | — | $1K | <0.1% |
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