Original filing (PDF)20250219132028NAL0007120352001

THIEL & ASSOCIATES INSURANCE AGENCY

Name: THIEL & ASSOCIATES INSURANCE AGENCY — THIEL & ASSOCIATES INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THIEL & ASSOCIATES INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

THIEL & ASSOCIATES INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$438K

Net assets (EOY)

$438K

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.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THIEL & ASSOCIATES INSURANCE AGENCY.

Plan sponsor

Name

THIEL & ASSOCIATES INSURANCE AGENCY

EIN

27-4344470all filings

Address

118 EAST DIVSION STREET · SHAWANO, WI · 54166

Phone

(715) 524-4748

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator