Original filing (PDF)20250908163632NAL0041833026001

SOLUTIONS FIRST, LLC DBA LAWTON INSURANCE

Name: SOLUTIONS FIRST, LLC DBA LAWTON INSURANCE — LAWTON INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: SOLUTIONS FIRST, LLC DBA LAWTON INSURANCE

Form 5500-SF

FILING_RECEIVED

LAWTON INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLUTIONS FIRST, LLC DBA LAWTON INSURANCE.

Plan sponsor

Name

SOLUTIONS FIRST, LLC DBA LAWTON INSURANCE

EIN

27-0710931

Address

812 STATE STREET · BOWLING GREEN, KY · 42101

Phone

(270) 495-3154

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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