Original filing (PDF)20250513120549NAL0017764529001

WORRELL INS AND FINANCIAL SERVICES, INC.

Name: WORRELL INS AND FINANCIAL SERVICES, INC. — WORRELL INS AND FINANCIAL SERVICES 401K PLAN, Form 5500 (2024)
Creator: WORRELL INS AND FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

WORRELL INS AND FINANCIAL SERVICES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

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

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 WORRELL INS AND FINANCIAL SERVICES, INC..

Plan sponsor

Name

WORRELL INS AND FINANCIAL SERVICES, INC.

EIN

47-1498358all filings

Address

1892 PETERSBURG RD · HEBRON, KY · 41048

Phone

(859) 586-7000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator