How big is James R. Worrell, General Agent, Inc.'s plan?

James R. Worrell, General Agent, Inc.'s plan reported $2.4M in assets and 17 participants for 2024.

Original filing (PDF)20250618093130NAL0005513394001

James R. Worrell, General Agent, Inc.

Name: James R. Worrell, General Agent, Inc. — James R., Form 5500 (2024)
Creator: James R. Worrell, General Agent, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R. Worrell, General Agent, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · James R. Worrell, General Agent, Inc.'s James R. Worrell, General Agent, Inc. 401(k) Profit Sharing Plan held $2.4M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

KIM PHAM signed James R. Worrell, General Agent, Inc.'s 2024 Form 5500 as plan administrator.

KIM PHAM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James R. Worrell, General Agent, Inc.'s EIN is 57-0743546.

EIN 57-0743546

Plan number 001

Plan year 2024

ACK ID 20250618093130NAL0005513394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James R. Worrell, General Agent, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Worrell, General Agent, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES R. WORRELL, GENERAL AGENT, INC..

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

JAMES R. WORRELL, GENERAL AGENT, INC.

EIN

all filings

Address

6235 CARNEGIE BLVD · CHARLOTTE, NC · 28211

Phone

(704) 442-4478

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator