How big is The Scanlon Agency, LLC's plan?

The Scanlon Agency, LLC's plan reported $239K in assets and 2 participants for 2024.

Original filing (PDF)20250603132425NAL0007640019001

The Scanlon Agency, LLC

Name: The Scanlon Agency, LLC — The Scanlon Agency, LLC, Form 5500 (2024)
Creator: The Scanlon Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Scanlon Agency, LLC 401(k) Plan

401(k) retirement plan · The Scanlon Agency, LLC's The Scanlon Agency, LLC 401(k) Plan held $239K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

People on this filing

Justin Scanlon signed The Scanlon Agency, LLC's 2024 Form 5500 as plan administrator.

Justin Scanlon — 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 Scanlon Agency, LLC's EIN is 93-3329502.

EIN 93-3329502

Plan number 001

Plan year 2024

ACK ID 20250603132425NAL0007640019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Scanlon Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Scanlon Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE SCANLON AGENCY, LLC

EIN

all filings

Address

204 W VERONA AVE · VERONA, WI · 53593

Phone

(608) 845-8304

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator