· 2022–2024 · DOL EFAST2

Kerry Mitchell Agency Corporation — Kerry Mitchell, Form 5500 (2024)

Original filing (PDF)20250416220524NAL0000125987016

Kerry Mitchell Agency Corporation

Form 5500-SF

FILING_RECEIVED

Kerry Mitchell Agency 401(k) Plan

401(k) retirement plan · Kerry Mitchell Agency Corporation's Kerry Mitchell Agency 401(k) Plan held $147K in plan assets for 6 participants in 2024.

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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

70

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 KERRY MITCHELL AGENCY CORPORATION.

Plan sponsor

Name

KERRY MITCHELL AGENCY CORPORATION

EIN

Address

3114 MERCER UNIVERSITY DR · STE 205 · ATLANTA, GA · 30045

Phone

(770) 455-0017

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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