MCKINNEY INSURANCE & FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 1.8 mo
Active participants
3
Accounts w/ balance
8
Plan assets (EOY)
$157K
Net assets (EOY)
$157K
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
93
Total plan cost
n/a
Plan health
79
Vendor & structure
100
Knocking points off
Filed 1.8 months past the 10.5-month grace window.
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 (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCKINNEY INSURANCE & FINANCIAL.
Plan sponsor
Name
MCKINNEY INSURANCE & FINANCIAL
EIN
46-3168058
Address
7116 S MINGO RD, SUITE 101 · TULSA, OK · 74133
Phone
(918) 994-4477
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
