Original filing (PDF)20250702071837NAL0012703617001

CLINTON B CONRAD INSURANCE AGENCY, INC

Name: CLINTON B CONRAD INSURANCE AGENCY, INC — CLINTON B CONRAD INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: CLINTON B CONRAD INSURANCE AGENCY, INC

Form 5500-SF

FILING_RECEIVED

CLINTON B CONRAD INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

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 CLINTON B CONRAD INSURANCE AGENCY, INC.

Plan sponsor

Name

CLINTON B CONRAD INSURANCE AGENCY, INC

EIN

47-2598667

Address

3090 HARRODSBURG RD · LEXINGTON, KY · 40503

Phone

(859) 276-4366

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator