How big is The Protectorate Group Insurance Agency's plan?

The Protectorate Group Insurance Agency's plan reported $1.5M in assets and 20 participants for 2024.

Original filing (PDF)20251008173812NAL0010254432001

The Protectorate Group Insurance Agency

Name: The Protectorate Group Insurance Agency — Form 5500 Plan 002 (2024)
Creator: The Protectorate Group Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Protectorate Group Insurance Agency 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Protectorate Group Insurance Agency's The Protectorate Group Insurance Agency 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Lateef Harris signed The Protectorate Group Insurance Agency's 2024 Form 5500 as plan administrator.

Lateef Harris — 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

The Protectorate Group Insurance Agency's EIN is 90-0506388.

EIN 90-0506388

Plan number 002

Plan year 2024

ACK ID 20251008173812NAL0010254432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Protectorate Group Insurance Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off