How big is Embedded Insurance Agency, LLC's plan?

Embedded Insurance Agency, LLC's plan reported $1.3M in assets and 22 participants for 2025.

Original filing (PDF)20260213130601NAL0001601169001

Embedded Insurance Agency, LLC

Name: Embedded Insurance Agency, LLC — Embedded Insurance, Form 5500 (2025)
Creator: Embedded Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Embedded Insurance 401(k) Plan

401(k) retirement plan · Embedded Insurance Agency, LLC's Embedded Insurance 401(k) Plan held $1.3M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Embedded Insurance Agency, LLC's EIN is 87-3780070.

EIN 87-3780070

Plan number 001

Plan year 2025

ACK ID 20260213130601NAL0001601169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Embedded Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Embedded Insurance Agency, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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