Original filing (PDF)20250410220204NAL0044471554041

MAUCERI AGENCY

Name: MAUCERI AGENCY — MAUCERI BYNUM INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: MAUCERI AGENCY

Form 5500-SF

FILING_RECEIVED

MAUCERI BYNUM INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

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 MAUCERI AGENCY.

Plan sponsor

Name

MAUCERI AGENCY

EIN

20-3752676all filings

Address

301 E VIRGINIA ST · SUITE 201 · MCKINNEY, TX · 750694305

Phone

(214) 733-8400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

ISAAC R. STUISO INSURANCE AGENCY, INC.

ISAAC R. STUISO INSURANCE AGENCY, INC. 401(K) PLAN

$164K · 8 participants

WOODMAN CISON & ASSOCIATES LLC

WOODMAN CISON & ASSOCIATES LLC 401(K) PLAN

$164K

DIONE RAMSDILL INSURANCE AND FINANCIAL S

DIONE RAMSDILL INSURANCE AND FINANCIAL S 401K PLAN

$164K · 4 participants

HERA TONG GUTIERREZ INSURANCE AGENCY, INC.

HERA TONG GUTIERREZ INS AGCY INC 401(K) PLAN

$164K · 3 participants

LEE MEYER INSURANCE AGENCY INC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.