WILLIAM STAPLES INSURANCE & FINANCIAL SERVICES, INC. — WILLIAM STAPLES INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
WILLIAM STAPLES INSURANCE & FINANCIAL SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
WILLIAM STAPLES INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
21
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score
Above-average plan
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
45
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 WILLIAM STAPLES INSURANCE & FINANCIAL SERVICES, INC..
Plan sponsor
Name
WILLIAM STAPLES INSURANCE & FINANCIAL SERVICES, INC.
EIN
20-8665792
Address
1410 S SALISBURY BLVD · SALISBURY, MD · 21801
Phone
(410) 546-3999
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
