Charlotte Insurance Agency Incorporated Profit Sharing Plan and Trust
Defined-contribution retirement plan · Charlotte Insurance Agency Incorporated's Charlotte Insurance Agency Incorporated Profit Sharing Plan and Trust held $410K in plan assets for 4 participants in 2024.
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$410K
Net assets (EOY)
$410K
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
89
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLOTTE INSURANCE AGENCY INCORPORATED.
