Original filing (PDF)20250627093133NAL0022515266001

DAVID LARSON FINANCIAL & INSURANCE SERVICES

Name: DAVID LARSON FINANCIAL & INSURANCE SERVICES — DAVID LARSON FIN & INS SVCS INC 401K PS PLAN, Form 5500 (2024)
Creator: DAVID LARSON FINANCIAL & INSURANCE SERVICES

Form 5500-SF

FILING_RECEIVED

DAVID LARSON FIN & INS SVCS INC 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$462K

Net assets (EOY)

$462K

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 DAVID LARSON FINANCIAL & INSURANCE SERVICES.

Plan sponsor

Name

DAVID LARSON FINANCIAL & INSURANCE SERVICES

EIN

27-1636703all filings

Address

227 MAIN ST S · HUTCHINSON, MN · 55350

Phone

(320) 587-2245

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator