Original filing (PDF)20250904093556NAL0016147889001

TONI THREADGILL INS & FIN SVCS INC.

Name: TONI THREADGILL INS & FIN SVCS INC. — TONI THREADGILL INS & FIN SVCS. 401K PLAN, Form 5500 (2024)
Creator: TONI THREADGILL INS & FIN SVCS INC.

Form 5500-SF

FILING_RECEIVED

TONI THREADGILL INS & FIN SVCS. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

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 (12th 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 TONI THREADGILL INS & FIN SVCS INC..

Plan sponsor

Name

TONI THREADGILL INS & FIN SVCS INC.

EIN

47-3531186all filings

Address

700 E. LENNON DRIVE · EMORY, TX · 75440

Phone

(903) 269-8600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator