Original filing (PDF)20250605082339NAL0008987331001

THOMPSON INSURANCE & FINANCIAL SERVICES

Name: THOMPSON INSURANCE & FINANCIAL SERVICES — THOMPSON INSURANCE & FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: THOMPSON INSURANCE & FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

THOMPSON INSURANCE & FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

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 THOMPSON INSURANCE & FINANCIAL SERVICES.

Plan sponsor

Name

THOMPSON INSURANCE & FINANCIAL SERVICES

EIN

46-5139064all filings

Address

2211 LEE RD · SUITE 212 · WINTER PARK, FL · 32789

Phone

(407) 701-9916

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator