· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ELD INSURANCE SERVICES, LLC — INSURANCE SPECIALTIES SERVICES, INC. RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240730075936NAL0011642675001
ELD INSURANCE SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
INSURANCE SPECIALTIES SERVICES, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ELD INSURANCE SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
ELD INSURANCE SERVICES, LLC
EIN
85-3736563
Address
801 E. CENTRE AVENUE · PORTAGE, MI · 49002
Phone
(616) 988-4470
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-01-01
Tax period
2024-02-29
Filed
2024-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
COOMBE FAMILY AGENCY, LLC
COOMBE FAMILY AGENCY, LLC 401(K) PLAN
$0
FIRST CHOICE INSURANCE GROUP LLC
FIRST CHOICE INSURANCE GROUP LLC 401(K) PLAN
$0
HANSEN WEALTH MANAGEMENT
KPH WEALTH 401(K) PROFIT SHARING PLAN
$0 · 4 participants
CHAMPION BENEFITS INSURANCE SERVICES, INC.
CHAMPION BENEFITS INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN
$0
SHINSTROM & NORMAN, INC
SHINSTROM & NORMAN, INC. PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$0
LINDA ROTH
LINDA ROTH 401(K) PLAN
$0
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
