Original filing (PDF)20250711144351NAL0017580610001

KATHERINE BAUSTERT INSURANCE AGENCY, INC.

Name: KATHERINE BAUSTERT INSURANCE AGENCY, INC. — KATHERINE BAUSTERT INSURANCE AGENCY, INC. 401K PLAN, Form 5500 (2024)
Creator: KATHERINE BAUSTERT INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

KATHERINE BAUSTERT INSURANCE AGENCY, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

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 KATHERINE BAUSTERT INSURANCE AGENCY, INC..

Plan sponsor

Name

KATHERINE BAUSTERT INSURANCE AGENCY, INC.

EIN

26-1709499all filings

Address

2219 COUNTY ROAD 220 · SUITE 301 · MIDDLEBURG, FL · 32068

Phone

(904) 276-2112

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator