Original filing (PDF)20250624132729NAL0016804450001

AMANDA SIMON INS AND FINANCIAL SERVICES

Name: AMANDA SIMON INS AND FINANCIAL SERVICES — AMANDA SIMON INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: AMANDA SIMON INS AND FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

AMANDA SIMON INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

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 AMANDA SIMON INS AND FINANCIAL SERVICES.

Plan sponsor

Name

AMANDA SIMON INS AND FINANCIAL SERVICES

EIN

47-4528038all filings

Address

597 E 4TH ST · RUSSELLVILLE, KY · 42276

Phone

(270) 836-0856

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator