Original filing (PDF)20250516130229NAL0046814578001

TRACY DAVIS INSURANCE AGENCY, INC.

Name: TRACY DAVIS INSURANCE AGENCY, INC. — TRACY DAVIS INSURANCE AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: TRACY DAVIS INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

TRACY DAVIS INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

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 (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TRACY DAVIS INSURANCE AGENCY, INC.

EIN

32-0422129all filings

Address

919 N. FORT THOMAS AVENUE · FORT THOMAS, KY · 41075

Phone

(859) 781-5313

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator