Original filing (PDF)20250507101516NAL0006876851001

SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC

Name: SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC — SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC 401K PLAN, Form 5500 (2024)
Creator: SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC.

Plan sponsor

Name

SAWYER AND ASSOCIATES INSURANCE AGENCY, LLC

EIN

20-4752273

Address

817 S. STOCKTON AVE · MONAHANS, TX · 79756

Phone

(432) 943-9600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator