Original filing (PDF)20250812084410NAL0007789329001

NEELY & WADE INSURANCE AGENCY, LLC

Name: NEELY & WADE INSURANCE AGENCY, LLC — NEELY & WADE INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: NEELY & WADE INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

NEELY & WADE INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

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.

Decision-maker contacts

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

Plan sponsor

Name

NEELY & WADE INSURANCE AGENCY, LLC

EIN

26-4611767all filings

Address

31 WEST HICKMAN STREET · WINCHESTER, KY · 40392

Phone

(859) 744-3857

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator