Original filing (PDF)20250716084700NAL0004005248001

ADVISORS RESOURCE COMPANY, LLC

Name: ADVISORS RESOURCE COMPANY, LLC — ARC 401(K) PLAN, Form 5500 (2024)
Creator: ADVISORS RESOURCE COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

ARC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$716K

Net assets (EOY)

$716K

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 average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ADVISORS RESOURCE COMPANY, LLC

EIN

93-4159389all filings

Address

446 HOUSTON STREET · COPPELL, TX · 75019

Phone

(972) 338-9655

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

ASPEN CAPITAL MANAGEMENT LLC

ASPEN CAPITAL MANAGEMENT LLC CASH BALANCE PLAN

$716K · 1 participants

INTEGRITY INSURANCE & FINANCIAL SERVICE, INC.

INTEGRITY INSURANCE & FINANCIAL SERVICES, INC. 401(K )PLAN

$716K · 12 participants

JENNIFER A. HITESHUE

JENNIFER A. HITESHUE PROFIT SHARING PLAN

$715K · 3 participants

LA FONTAINE & BUDD, INC.

LA FONTAINE & BUDD, INC. PROFIT SHARING PLAN

$716K · 6 participants

NANCY WOLFE-SMITH INSURANCE AGENCY, INC.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.