How big is James D. Snead State Farm Agent's plan?

James D. Snead State Farm Agent's plan reported $577K in assets and 7 participants for 2024.

Original filing (PDF)20251015192250NAL0002916035001

James D. Snead State Farm Agent

Name: James D. Snead State Farm Agent — James D. Snead, Form 5500 (2024)
Creator: James D. Snead State Farm Agent
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James D. Snead 401(k) Plan & Trust

401(k) retirement plan · James D. Snead State Farm Agent's James D. Snead 401(k) Plan & Trust held $577K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

People on this filing

JD Snead signed James D. Snead State Farm Agent's 2024 Form 5500 as plan administrator.

JD Snead — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James D. Snead State Farm Agent's EIN is 27-0137079.

EIN 27-0137079

Plan number 001

Plan year 2024

ACK ID 20251015192250NAL0002916035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James D. Snead State Farm Agent from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James D. Snead State Farm Agent's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES D. SNEAD STATE FARM AGENT.

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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 (97th percentile).

Plan sponsor

Name

JAMES D. SNEAD STATE FARM AGENT

EIN

all filings

Address

10901 FOLSOM BLVD., SUITE D · RANCHO CORDOVA, CA · 95670

Phone

(916) 638-0147

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator