How big is Trunnell Insurance Services, LLC's plan?

Trunnell Insurance Services, LLC's plan reported $7K in assets and 5 participants for 2024.

Original filing (PDF)20251210100410NAL0005297024001

Trunnell Insurance Services, LLC

Name: Trunnell Insurance Services, LLC — Trunnell Insuranc, Form 5500 (2024)
Creator: Trunnell Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trunnell Insurance Services, LLC 401(k) Plan

401(k) retirement plan · Trunnell Insurance Services, LLC's Trunnell Insurance Services, LLC 401(k) Plan held $7K in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 60.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Anthony Trunnell signed Trunnell Insurance Services, LLC's 2024 Form 5500 as plan administrator.

Anthony Trunnell — 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

Trunnell Insurance Services, LLC's EIN is 85-2258495.

EIN 85-2258495

Plan number 001

Plan year 2024

ACK ID 20251210100410NAL0005297024001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trunnell Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trunnell Insurance Services, 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 TRUNNELL INSURANCE SERVICES, LLC.

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off