Original filing (PDF)20240813075419NAL0017865872001

CLARK THEDERS INSURANCE AGENCY, INC DBA RISKSOURCE CLARK THEDERS

Name: CLARK THEDERS INSURANCE AGENCY, INC DBA RISKSOURCE CLARK THEDERS — RISKSOURCE CLARK THEDERS 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: CLARK THEDERS INSURANCE AGENCY, INC DBA RISKSOURCE CLARK THEDERS

Form 5500-SF

FILING_RECEIVED

RISKSOURCE CLARK THEDERS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARK THEDERS INSURANCE AGENCY, INC DBA RISKSOURCE CLARK THEDERS.

Plan sponsor

Name

CLARK THEDERS INSURANCE AGENCY, INC DBA RISKSOURCE CLARK THEDERS

EIN

31-1364318all filings

Address

9938 CRESCENT PARK DRIVE · WEST CHESTER, OH · 45069

Phone

(513) 779-2800

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator