Original filing (PDF)20251015110903NAL0008894850001

YOUR POLICY, LLC

Name: YOUR POLICY, LLC — YOUR POLICY 401(K) PLAN, Form 5500 (2024)
Creator: YOUR POLICY, LLC

Form 5500-SF

FILING_RECEIVED

YOUR POLICY 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YOUR POLICY, LLC.

Plan sponsor

Name

YOUR POLICY, LLC

EIN

85-3764634

Address

3301 NORTHLAND DRIVE, SUITE 400 · AUSTIN, TX · 78731

Phone

(737) 241-9328

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

2025-10-15

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

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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