Original filing (PDF)20250415220224NAL0001800371057

SOWA INSURANCE AGENCY INC.

Name: SOWA INSURANCE AGENCY INC. — SOWA INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: SOWA INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

SOWA INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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 SOWA INSURANCE AGENCY INC..

Plan sponsor

Name

SOWA INSURANCE AGENCY INC.

EIN

88-1771888all filings

Address

3022 WOODBRIDGE ESTATES DR · SAINT LOUIS, MO · 63129

Phone

(314) 657-5511

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

AVANTAGUARD USA INC

AVANTAGUARD USA INC. 401K PLAN

$16K · 6 participants

INSURANCE MARKETING NETWORK INC

INSURANCE MARKETING NETWORK INC 401K PLAN

$16K · 4 participants

MARINERS GENERAL INSURANCE GROUP

MARINERS GENERAL INSURANCE GROUP 401(K) PLAN

$16K · 7 participants

FREEDOM BENEFITS, LLC

FREEDOM BENEFITS, LLC 401(K) PLAN

$16K · 2 participants

TRAVIS RODGERS INSURANCE AGENCY INC

TRAVIS RODGERS INSURANCE AGENCY 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.