G.W. MOUNTCASTLE AGENCY INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
37
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
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
68
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 G.W. MOUNTCASTLE AGENCY INC..
Plan sponsor
Name
G.W. MOUNTCASTLE AGENCY INC.
EIN
56-6026091
Address
307 WEST CENTER STREET · LEXINGTON, NC · 27292
Phone
(336) 249-5693
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
