Original filing (PDF)20250911100451NAL0000529282001

JEFFREY SCHROEDER INSURANCE AGENCY, INC

Name: JEFFREY SCHROEDER INSURANCE AGENCY, INC — JEFFREY SCHROEDER INS. AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: JEFFREY SCHROEDER INSURANCE AGENCY, INC

Form 5500-SF

FILING_RECEIVED

JEFFREY SCHROEDER INS. AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

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 JEFFREY SCHROEDER INSURANCE AGENCY, INC.

Plan sponsor

Name

JEFFREY SCHROEDER INSURANCE AGENCY, INC

EIN

27-2122612all filings

Address

6517 W PLANO PARKWAY, SUITE #C · PLANO, TX · 75093

Phone

(972) 388-1110

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator