How big is 28 Insurance Agency's plan?

28 Insurance Agency's plan reported $133K in assets and 11 participants for 2024.

Original filing (PDF)20250728135546NAL0004942850001

28 Insurance Agency

Name: 28 Insurance Agency — 28 Insurance Agency 401(k), Form 5500 (2024)
Creator: 28 Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

28 Insurance Agency 401(k) Plan

401(k) retirement plan · 28 Insurance Agency's 28 Insurance Agency 401(k) Plan held $133K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

People on this filing

Ben Merlo signed 28 Insurance Agency's 2024 Form 5500 as plan administrator.

Ben Merlo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

28 Insurance Agency's EIN is 88-2130276.

EIN 88-2130276

Plan number 001

Plan year 2024

ACK ID 20250728135546NAL0004942850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 28 Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

28 Insurance Agency'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 28 INSURANCE AGENCY.

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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

Knocking points off