· 2022–2024 · DOL EFAST2

Adler Agency & Associates, LLC — Adler Agency &, Form 5500 (2024)

Original filing (PDF)20250829142548NAL0022461330001

Adler Agency & Associates, LLC

Form 5500-SF

FILING_RECEIVED

Adler Agency & Associates, LLC 401(k) Plan

401(k) retirement plan · Adler Agency & Associates, LLC's Adler Agency & Associates, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ADLER AGENCY & ASSOCIATES, LLC

EIN

Address

201 N IOWA ST · DODGEVILLE, WI · 53533

Phone

(608) 553-4509

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-08-18

Filed

2025-08-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

Chambers & Company, Inc.

Chambers & Company, Inc. Discretionary Defined Contribution/401(k) Plan

National Life Insurance Company

National Life Insurance Company Agency Employees

J.R. Tallman & Co., Inc.

J.R. Tallman Co., Inc. 401(k) Plan

Huntington Insurance Agency, Inc.

Huntington Insurance Agency, Inc. Profit Sharing Plan

R.R. Beaufort & Associates, Inc.

R.R. Beaufort & Associates, Inc. Profit Sharing Plan

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