Original filing (PDF)20240419144732NAL0007618528001

TURNER, WOOD & SMITH AGENCY INC.

Name: TURNER, WOOD & SMITH AGENCY INC. — TURNER, WOOD & SMITH AGENCY, INC. 401(K) PLAN, Form 5500 (2022)
Creator: TURNER, WOOD & SMITH AGENCY INC.

Form 5500-SF

FILING_RECEIVED

TURNER, WOOD & SMITH AGENCY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURNER, WOOD & SMITH AGENCY INC..

Plan sponsor

Name

TURNER, WOOD & SMITH AGENCY INC.

EIN