WAITTE'S INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
Late filing · 0.8 moHigh average account balance
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$481K
Net assets (EOY)
$481K
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
97
Total plan cost
n/a
Plan health
94
Vendor & structure
100
Knocking points off
Filed 0.8 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAITTE'S INSURANCE AGENCY, INC..
