WOOD & ASSOCIATES INSURANCE AGENCY 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
11
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
63
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOOD & ASSOCIATES INSURANCE.
Plan sponsor
Name
WOOD & ASSOCIATES INSURANCE
EIN
04-3302418
Address
32 SO COMMON STREET · LYNN, MA · 01902
Phone
(781) 581-5900
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
