Original filing (PDF)20250318214133NAL0004138529001

RICHEY INSURANCE AGENCY, LLC

Name: RICHEY INSURANCE AGENCY, LLC — RICHEY INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: RICHEY INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

RICHEY INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

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

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 RICHEY INSURANCE AGENCY, LLC.

Plan sponsor

Name

RICHEY INSURANCE AGENCY, LLC

EIN

85-1515146all filings

Address

22001 NORTHPARK DR., STE. 230 · KINGWOOD, TX · 77339

Phone

(832) 453-4972

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

2025-03-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

PRISM ONE SOLUTIONS LLC

PRISM ONE SOLUTIONS 401(K) PROFIT-SHARING PLAN (006)

$230K · 4 participants

BUECHNER INSURANCE AGENCY INC

BUECHNER INSURANCE AGENCY INC 401K PLAN

$230K · 12 participants

MEDICARE ASSURANCE GROUP, LLC

MEDICARE ASSURANCE GROUP, LLC 401K PLAN

$230K · 2 participants

DAVID R EASTERBY STATE FARM INS

DAVID R EASTERBY STATE FARM INS 401K PLAN

$230K · 5 participants

BERNARDY INSURANCE AGENCY, INC.

BERNARDY INSURANCE AGENCY, INC. 401(K) PLAN

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