Original filing (PDF)20250814091859NAL0011699872001

KEVIN FENZL AGENCY

Name: KEVIN FENZL AGENCY — KEVIN FENZL AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KEVIN FENZL AGENCY

Form 5500-SF

FILING_RECEIVED

KEVIN FENZL AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KEVIN FENZL AGENCY

EIN

16-1452147

Address

PO BOX 45 · HAMBURG, NY · 140750045

Phone

(999) 999-9999

Industry