· 2022–2024 · DOL EFAST2

Creasman Agency LLC — Creasman Agency LLC 401(k), Form 5500 (2024)

Original filing (PDF)20260219165204NAL0010748835001

Creasman Agency LLC

Form 5500-SF

FILING_RECEIVED

Creasman Agency LLC 401(k) Plan

401(k) retirement plan · Creasman Agency LLC's Creasman Agency LLC 401(k) Plan held $146K in plan assets for 6 participants in 2024.

Signals · 1

Late filing · 3.1 mo

Active participants

6

Accounts w/ balance

8

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

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

88

Total plan cost

n/a

Plan health

73

Vendor & structure

100

Knocking points off

Filed 3.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREASMAN AGENCY LLC.

Plan sponsor

Name

CREASMAN AGENCY LLC

EIN

Address

3720 EUBANK BLVD. NE · ALBUQUERQUE, NM · 87111

Phone

(505) 294-2522

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2026-02-19

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

Jay Chafin Insurance Agency, Inc.

Jay Chafin Insurance Agency, Inc. 401(k) Plan

$146K · 10 participants

BRAD Stephenson Agency LLC

BRAD Stephenson Agency LLC 401(k) Profit Sharing Plan & Trust

$146K · 6 participants

Anthony Raggi Insurance Agency LLC

Anthony Raggi Insurance 401(k) Plan

$146K · 11 participants

Michael Friel Insurance and FINA

Michael Friel INS and FIN SVCS, Inc.

$146K · 4 participants

Foray LLC 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.