Original filing (PDF)20250915101539NAL0001235040001

CAPITAL-RICHTER INSURANCE SERVICES, LLC

Name: CAPITAL-RICHTER INSURANCE SERVICES, LLC — CAPITAL-RICHTER INSURANCE SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CAPITAL-RICHTER INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

CAPITAL-RICHTER INSURANCE SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$260K

Net assets (EOY)

$260K

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 CAPITAL-RICHTER INSURANCE SERVICES, LLC.

Plan sponsor

Name

CAPITAL-RICHTER INSURANCE SERVICES, LLC

EIN

27-2173738all filings

Address

W156N11385 PILGRIM ROAD · GERMANTOWN, WI · 530223422

Phone

(262) 250-0819

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator