Original filing (PDF)20250825155145NAL0008001905001

TRICO HOLDING, LLC DBA THE TURNER AGENCY

Name: TRICO HOLDING, LLC DBA THE TURNER AGENCY — TRICO HOLDING, LLC DBA THE TURNER AGENCY RETIREMENT SAVINGS, Form 5500 (2024)
Creator: TRICO HOLDING, LLC DBA THE TURNER AGENCY

Form 5500-SF

FILING_RECEIVED

TRICO HOLDING, LLC DBA THE TURNER AGENCY RETIREMENT SAVINGS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$617K

Net assets (EOY)

$617K

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 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 TRICO HOLDING, LLC DBA THE TURNER AGENCY.

Plan sponsor

Name

TRICO HOLDING, LLC DBA THE TURNER AGENCY

EIN

46-0891255all filings

Address

217 MANSFIELD AVENUE · #B · SHELBY, OH · 44875

Phone

(330) 312-8027

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator