Original filing (PDF)20250620131954NAL0005798704004

PROTECTORS INSURANCE AND FINANCIAL SERVICES, LLC

Name: PROTECTORS INSURANCE AND FINANCIAL SERVICES, LLC — PROTECTORS INSURANCE AND FINANCIAL SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PROTECTORS INSURANCE AND FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

PROTECTORS INSURANCE AND FINANCIAL SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROTECTORS INSURANCE AND FINANCIAL SERVICES, LLC.

Plan sponsor

Name

PROTECTORS INSURANCE AND FINANCIAL SERVICES, LLC

EIN

38-3707428all filings

Address

4615 SOUTHWEST FREEWAY, SUITE 805 · HOUSTON, TX · 77027

Phone

(713) 660-8899

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator