· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRECKENRIDGE & KYZAR INSURANCE — BRECKENRIDGE & KYZAR INSURANCE 401(K) PSP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701180007NAL0018010000001
BRECKENRIDGE & KYZAR INSURANCE
Form 5500-SF
FILING_RECEIVED
BRECKENRIDGE & KYZAR INSURANCE 401(K) PSP
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$650K
Net assets (EOY)
$650K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRECKENRIDGE & KYZAR INSURANCE
.
Find decision makers
Plan sponsor
Name
BRECKENRIDGE & KYZAR INSURANCE
EIN
20-8502838
Address
1410 APACHE DR · MCCOMB, MS · 39648
Phone
(601) 684-8324
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CROSBY & HENRY, INC.
CROSBY & HENRY, INC. PAY DEFERRAL SAVINGS PLAN
$650K · 12 participants
LANDREAU AGENCY, INC. DBA THE LANDREAU GROUP
LANDREAU AGENCY, INC. 401(K) PLAN
$650K · 2 participants
AMERICAN HERITAGE, LLC DBA AMERICAN HERITAGE CORPORATION
AMERICAN HERITAGE CORPORATION 401(K) PROFIT SHARING PLAN
$650K · 6 participants
KT ENTERPRISES, LLC
BROOKHURST INSURANCE SERVICES 401(K) PLAN
$650K · 17 participants
CONWAY PARTNERS MANAGEMENT, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CONWAY PARTNERS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$650K · 2 participants
TRACY ANN WALKER
TRACY ANN WALKER 401(K) PLAN
$649K · 6 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants
