How big is Adroit General Agency LLC's plan?

Adroit General Agency LLC's plan reported $706K in assets and 9 participants for 2024.

Original filing (PDF)20250423220518NAL0004270083089

Adroit General Agency LLC

Name: Adroit General Agency LLC — Adroit General Agency, Form 5500 (2024)
Creator: Adroit General Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adroit General Agency 401(k) Plan

401(k) retirement plan · Adroit General Agency LLC's Adroit General Agency 401(k) Plan held $706K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$706K

Net assets (EOY)

$706K

Plan identifiers

Adroit General Agency LLC's EIN is 85-2779442.

EIN 85-2779442

Plan number 001

Plan year 2024

ACK ID 20250423220518NAL0004270083089

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Adroit General Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Adroit General Agency 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 ADROIT GENERAL AGENCY LLC.

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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