Original filing (PDF)20250604175942NAL0031838450001

MARK GREGORY INSURANCE AGENCY, INC.

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

Form 5500-SF

FILING_RECEIVED

MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MARK GREGORY INSURANCE AGENCY, INC.

EIN

33-1116554all filings

Address

179 S PURCELL BLVD. · PUEBLO WEST, CO · 810075081

Phone

(719) 547-8625

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator