Original filing (PDF)20250618181613NAL0006777970001

STAUDINGER GROUP, INC.

Name: STAUDINGER GROUP, INC. — STAUDINGER 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: STAUDINGER GROUP, INC.

Form 5500-SF

FILING_RECEIVED

STAUDINGER 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAUDINGER GROUP, INC..

Plan sponsor

Name

STAUDINGER GROUP, INC.

EIN

46-3850054

Address

3701 FALCON DRIVE · FLOWER MOUND, TX · 75022

Phone

(703) 552-3021

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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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