Original filing (PDF)20251013102732NAL0000477619001

SMALLWOOD INSURANCE AND FINANCIAL SERVICES, LLC

Name: SMALLWOOD INSURANCE AND FINANCIAL SERVICES, LLC — SMALLWOOD INSURANCE AND FINANCIAL SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SMALLWOOD INSURANCE AND FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

SMALLWOOD INSURANCE AND FINANCIAL SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

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 (23rd 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 SMALLWOOD INSURANCE AND FINANCIAL SERVICES, LLC.

Plan sponsor

Name

SMALLWOOD INSURANCE AND FINANCIAL SERVICES, LLC

EIN

46-5155766all filings

Address

P.O. BOX 832 · SOMERSET, KY · 42502

Phone

(606) 416-5072

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator