Original filing (PDF)20250422144428NAL0006568560001

TRUMMIE LEE PATRICK III INSURANCE AGENCY INC

Name: TRUMMIE LEE PATRICK III INSURANCE AGENCY INC — TRUMMIE LEE PATRICK III INS AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: TRUMMIE LEE PATRICK III INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

TRUMMIE LEE PATRICK III INS AGENCY, INC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$720K

Net assets (EOY)

$720K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUMMIE LEE PATRICK III INSURANCE AGENCY INC.

Plan sponsor

Name

TRUMMIE LEE PATRICK III INSURANCE AGENCY INC

EIN

20-5101773all filings

Address

191 RIVERSTONE PARKWAY · CANTON, GA · 30114

Phone

(770) 720-7200

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator