Original filing (PDF)20250616153041NAL0002473202001

STAN HARRISON INSURANCE AGENCY INC.

Name: STAN HARRISON INSURANCE AGENCY INC. — STAN HARRISON INS. AGENCY INC 401(K) PLAN, Form 5500 (2024)
Creator: STAN HARRISON INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

STAN HARRISON INS. AGENCY INC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

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 (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STAN HARRISON INSURANCE AGENCY INC.

EIN

42-1637484all filings

Address

402 CANAL ST · NEW SMYRNA BEACH, FL · 32168

Phone

(386) 427-5277

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator