How big is Ledgebrook Insurance LLC's plan?

Ledgebrook Insurance LLC's plan reported $1.6M in assets and 97 participants for 2025.

Original filing (PDF)20260429220516NAL0011468241092

Ledgebrook Insurance LLC

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

Form 5500-SF

FILING_RECEIVED

Ledgebrook Insurance 401(k) Plan

401(k) retirement plan · Ledgebrook Insurance LLC's Ledgebrook Insurance 401(k) Plan held $1.6M in plan assets for 97 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Ledgebrook Insurance LLC's EIN is 87-4701613.

EIN 87-4701613

Plan number 001

Plan year 2025

ACK ID 20260429220516NAL0011468241092

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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