Original filing (PDF)20250707102409NAL0008746290003

THE VAN PELT INSURANCE AGENCY, PLLC

Name: THE VAN PELT INSURANCE AGENCY, PLLC — THE VAN PELT INSURANCE AGENCY RETIREMENT PLAN, Form 5500 (2024)
Creator: THE VAN PELT INSURANCE AGENCY, PLLC

Form 5500-SF

FILING_RECEIVED

THE VAN PELT INSURANCE AGENCY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

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 THE VAN PELT INSURANCE AGENCY, PLLC.

Plan sponsor

Name

THE VAN PELT INSURANCE AGENCY, PLLC

EIN

92-1658759

Address

2001 TIMBERLOCH PLACE STE 500 · THE WOODLANDS, TX · 77380

Phone

(832) 642-2326

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator