· 2022–2024 · DOL EFAST2

CARTER NICHOLSON INSURANCE AGENC — CARTER NICHOLSON INSURANCE AGENCY 401K PLAN, Form 5500 (2024)

Original filing (PDF)20250612072947NAL0027935008001

CARTER NICHOLSON INSURANCE AGENC

Form 5500-SF

FILING_RECEIVED

CARTER NICHOLSON INSURANCE AGENCY 401K PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

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

62

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER NICHOLSON INSURANCE AGENC.

Plan sponsor

Name

CARTER NICHOLSON INSURANCE AGENC

EIN

45-5454891

Address

3331 HAMILTON MILL RD · STE 2202 · BUFORD, GA · 30519

Phone

(404) 664-8891

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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