Original filing (PDF)20250611071215NAL0015527841001

KIMBERLEE LEGO INSURANCE AGENCY INC

Name: KIMBERLEE LEGO INSURANCE AGENCY INC — KIMBERLEE LEGO INSURANCE AGENCY INC 401K PLAN, Form 5500 (2024)
Creator: KIMBERLEE LEGO INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

KIMBERLEE LEGO INSURANCE AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

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 KIMBERLEE LEGO INSURANCE AGENCY INC.

Plan sponsor

Name

KIMBERLEE LEGO INSURANCE AGENCY INC

EIN

20-4249697all filings

Address

13241 BARTRAM PARK BLVD · STE 2609 · JACKSONVILLE, FL · 32258

Phone

(904) 268-9900

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator