Original filing (PDF)20250708145216NAL0011181506001

JIMMY DUNN STATE FARM INSURANCE AGENCY

Name: JIMMY DUNN STATE FARM INSURANCE AGENCY — JIMMY DUNN STATE FARM INSURANCE AGENCY 401K PLAN, Form 5500 (2024)
Creator: JIMMY DUNN STATE FARM INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

JIMMY DUNN STATE FARM INSURANCE AGENCY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIMMY DUNN STATE FARM INSURANCE AGENCY.

Plan sponsor

Name

JIMMY DUNN STATE FARM INSURANCE AGENCY

EIN

14-1921527

Address

429 RED BANK ROAD · GOOSE CREEK, SC · 29445

Phone

(843) 797-7520

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator