How big is Total Assurance Inc.'s plan?

Total Assurance Inc.'s plan reported $133K in assets and 48 participants for 2024.

Original filing (PDF)20250407131442NAL0009296371001

Total Assurance Inc.

Name: Total Assurance Inc. — Total Assurance Inc. 401(k), Form 5500 (2024)
Creator: Total Assurance Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Total Assurance Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Total Assurance Inc.'s Total Assurance Inc. 401(k) Profit Sharing Plan & Trust held $133K in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

Plan identifiers

Total Assurance Inc.'s EIN is 86-1068567.

EIN 86-1068567

Plan number 001

Plan year 2024

ACK ID 20250407131442NAL0009296371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Total Assurance Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Total Assurance Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score