MIMOSA INSURANCE AGENCY, LLC SAVINGS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score
91
/ 100
Grade A
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
70
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIMOSA INSURANCE AGENCY, LLC.
Plan sponsor
Name
MIMOSA INSURANCE AGENCY, LLC
EIN
20-1284314
Address
PO DRAWER 310 · MORGANTON, NC · 286800310
Phone
(828) 437-5357
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
