Original filing (PDF)20250715102848NAL0001944241002

TOMMY CHAU INSURANCE AGENCY

Name: TOMMY CHAU INSURANCE AGENCY — TOMMY CHAU AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: TOMMY CHAU INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

TOMMY CHAU AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TOMMY CHAU INSURANCE AGENCY

EIN

20-5225899all filings

Address

179 N. PLANO ROAD SUITE 200 · RICHARDSON, TX · 75081

Phone

(972) 744-9873

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