· 2022–2024 · DOL EFAST2

ROBYN HOLTZ INSURANCE AGENCY, LLC — ROBYN HOLTZ INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250619150152NAL0004734512001

ROBYN HOLTZ INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

ROBYN HOLTZ INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

13

Accounts w/ balance

7

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

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

44

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

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 ROBYN HOLTZ INSURANCE AGENCY, LLC.

Plan sponsor

Name

ROBYN HOLTZ INSURANCE AGENCY, LLC

EIN

90-1078861all filings

Address

4679 STATE HWY 121 · STE 137 · THE COLONY, TX · 75056

Phone

(214) 494-6003

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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