JM DUFAULT INSURANCE AND FINANCIAL SERVICES, LLC — JM DUFAULT INSURANCE AND FINANCIAL SERVICES, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
JM DUFAULT INSURANCE AND FINANCIAL SERVICES, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$167K
Net assets (EOY)
$167K
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
71
Vendor & structure
100
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 JM DUFAULT INSURANCE AND FINANCIAL SERVICES, LLC.
Plan sponsor
Name
JM DUFAULT INSURANCE AND FINANCIAL SERVICES, LLC
EIN
47-1375392
Address
1446 SPAULDING PARK · SUITE 302 · RICHLAND, WA · 99352
