Original filing (PDF)20250411154310NAL0046830322001

AGENCY PARTNERSHIP GROUP, LLC DBA THE WOOD AGENCY

Name: AGENCY PARTNERSHIP GROUP, LLC DBA THE WOOD AGENCY — THE WOOD AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: AGENCY PARTNERSHIP GROUP, LLC DBA THE WOOD AGENCY

Form 5500-SF

FILING_RECEIVED

THE WOOD AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

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

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGENCY PARTNERSHIP GROUP, LLC DBA THE WOOD AGENCY.

Plan sponsor

Name

AGENCY PARTNERSHIP GROUP, LLC DBA THE WOOD AGENCY

EIN

45-2746964all filings

Address

7550 IH 10 WEST SUITE 510 · SAN ANTONIO, TX · 78229

Phone

(210) 474-7400

Industry

Professional & Technical Servicessee all

Plan administrator