Original filing (PDF)20241205121242NAL0008343840001

SCHILLINGER & SCHILLINGER INSURA

Name: SCHILLINGER & SCHILLINGER INSURA — SCHILLINGER & SCHILLINGER INSURANCE INC 401(K) PLAN, Form 5500 (2023)
Creator: SCHILLINGER & SCHILLINGER INSURA

Form 5500-SF

FILING_RECEIVED

SCHILLINGER & SCHILLINGER INSURANCE INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHILLINGER & SCHILLINGER INSURA.

Plan sponsor

Name

SCHILLINGER & SCHILLINGER INSURA

EIN

38-2093546

Address

8265 N VAN DYKE RD · PORT AUSTIN, MI · 48467

Phone

(989) 738-6555

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2024-12-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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