Original filing (PDF)20240930220248NAL0006109553016

PEARCE AGENCY GROUP, LLC

Name: PEARCE AGENCY GROUP, LLC — PEARCE AGENCY GROUP, LLC 401(K) PLAN, Form 5500 (2023)
Creator: PEARCE AGENCY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

PEARCE AGENCY GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

PEARCE AGENCY GROUP, LLC

EIN

87-3053916

Address

12000 PORTOBELLA DR · AUSTIN, TX · 78732

Phone

(512) 202-2848

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-08

Filed

2024-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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