Original filing (PDF)20250727130152NAL0001422754001

BRANDON WINE STATE FARM AGENCY I

Name: BRANDON WINE STATE FARM AGENCY I — BRANDON WINE 401K, Form 5500 (2024)
Creator: BRANDON WINE STATE FARM AGENCY I

Form 5500-SF

FILING_RECEIVED

BRANDON WINE 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRANDON WINE STATE FARM AGENCY I.

Plan sponsor

Name

BRANDON WINE STATE FARM AGENCY I

EIN

46-2667747all filings

Address

6255 BARFIELD RD · SUITE 102 · ATLANTA, GA · 30328

Phone

(770) 350-0150

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

2025-07-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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