Original filing (PDF)20251218075455NAL0002580275001

W.C. FELTON AGENCY, INC. D/B/A UNITED INSURANCE SERVICE

Name: W.C. FELTON AGENCY, INC. D/B/A UNITED INSURANCE SERVICE — UNITED INSURANCE SERVICE 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: W.C. FELTON AGENCY, INC. D/B/A UNITED INSURANCE SERVICE

Form 5500-SF

FILING_RECEIVED

UNITED INSURANCE SERVICE 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.1 mo

Active participants

111

Accounts w/ balance

108

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.4M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.C. FELTON AGENCY, INC. D/B/A UNITED INSURANCE SERVICE.

Plan sponsor

Name

W.C. FELTON AGENCY, INC. D/B/A UNITED INSURANCE SERVICE

EIN

34-1452106