Original filing (PDF)20241002084855NAL0003902243001

C & D PROFESSIONAL INSURANCE SERVICES, LLC

Name: C & D PROFESSIONAL INSURANCE SERVICES, LLC — C & D PROFESSIONAL INSURANCE SERVICES 401K, Form 5500 (2023)
Creator: C & D PROFESSIONAL INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

C & D PROFESSIONAL INSURANCE SERVICES 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$459K

Net assets (EOY)

$459K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C & D PROFESSIONAL INSURANCE SERVICES, LLC.

Plan sponsor

Name

C & D PROFESSIONAL INSURANCE SERVICES, LLC

EIN

20-0805683all filings

Address

219 W FULTON ST · WAUPACA, WI · 54981

Phone

(715) 258-8830

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator