Maccurdy and Associates, Inc. Insurance Systems, LLC
Form 5500-SF
FILING_RECEIVED
Maccurdy and Associates, Inc. DBA Insurance Systems, LLC 401(k) Profit Sharing Plan and Trust
401(k) retirement plan · Maccurdy and Associates, Inc. Insurance Systems, LLC's Maccurdy and Associates, Inc. DBA Insurance Systems, LLC 401(k) Profit Sharing Plan and Trust held $2.9M in plan assets for 48 participants in 2025.
Active participants
48
Accounts w/ balance
31
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
36
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th 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 MACCURDY AND ASSOCIATES, INC. INSURANCE SYSTEMS, LLC.
Plan sponsor
Name
MACCURDY AND ASSOCIATES, INC. INSURANCE SYSTEMS, LLC
