Original filing (PDF)20250605143958NAL0008551667001

SHEETS INSURANCE & FINANCIAL SERVICES, INC

Name: SHEETS INSURANCE & FINANCIAL SERVICES, INC — PAUL SHEETS AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: SHEETS INSURANCE & FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

PAUL SHEETS AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

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

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 SHEETS INSURANCE & FINANCIAL SERVICES, INC.

Plan sponsor

Name

SHEETS INSURANCE & FINANCIAL SERVICES, INC

EIN

26-1635218

Address

412 W GORDON STREET · THOMASTON, GA · 30286

Phone

(706) 647-5353

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator