Original filing (PDF)20250613091738NAL0050024962001

GEORGE INSURANCE AND FINANCIAL SERVICES, LLC

Name: GEORGE INSURANCE AND FINANCIAL SERVICES, LLC — DAVID GEORGE STATE FARM 401(K) PLAN, Form 5500 (2024)
Creator: GEORGE INSURANCE AND FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

DAVID GEORGE STATE FARM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th 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 GEORGE INSURANCE AND FINANCIAL SERVICES, LLC.

Plan sponsor

Name

GEORGE INSURANCE AND FINANCIAL SERVICES, LLC

EIN

46-5573775all filings

Address

3032 WADE HAMPTON BLVD. · TAYLORS, SC · 29687

Phone

(864) 244-8501

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator