Original filing (PDF)20250924130554NAL0006785761001

ANDY MCMAHON INS. & FINANCIAL SERVICES, INC

Name: ANDY MCMAHON INS. & FINANCIAL SERVICES, INC — MCMAHON INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: ANDY MCMAHON INS. & FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

MCMAHON INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

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 ANDY MCMAHON INS. & FINANCIAL SERVICES, INC.

Plan sponsor

Name

ANDY MCMAHON INS. & FINANCIAL SERVICES, INC

EIN

47-5481106all filings

Address

5374A COX SMITH RD · MASON, OH · 45040

Phone

(513) 398-2552

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator