Original filing (PDF)20250422191132NAL0002607843001

NANCY WOLFE-SMITH INSURANCE AGENCY, INC.

Name: NANCY WOLFE-SMITH INSURANCE AGENCY, INC. — NANCY WOLFE-SMITH INSURANCE AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: NANCY WOLFE-SMITH INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

NANCY WOLFE-SMITH INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$717K

Net assets (EOY)

$717K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY WOLFE-SMITH INSURANCE AGENCY, INC..

Plan sponsor

Name

NANCY WOLFE-SMITH INSURANCE AGENCY, INC.

EIN

20-1999691all filings

Address

7803 SW 6TH CT · PLANTATION, FL · 33324

Phone

(954) 358-2886

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator