Original filing (PDF)20250529171417NAL0014465696001

HG MANAGING AGENCY, LLC

Name: HG MANAGING AGENCY, LLC — HG MANAGING AGENCY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: HG MANAGING AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

HG MANAGING AGENCY, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

171

Accounts w/ balance

115

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HG MANAGING AGENCY, LLC.

Plan sponsor

Name

HG MANAGING AGENCY, LLC

EIN

87-2818723

Address

6265 OLD WATER OAK ROAD · SUITE 204 · TALLAHASSEE, FL · 32312

Phone

(386) 287-5425

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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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