Original filing (PDF)20250618135130NAL0003886544001

RAND WILSON INSURANCE AGENCY, INC.

Name: RAND WILSON INSURANCE AGENCY, INC. — RAND WILSON INSURANCE AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: RAND WILSON INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

RAND WILSON INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$706K

Net assets (EOY)

$706K

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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAND WILSON INSURANCE AGENCY, INC..

Plan sponsor

Name

RAND WILSON INSURANCE AGENCY, INC.

EIN

57-0833508all filings

Address

210 GREGORY STREET · WOODRUFF, SC · 293882207

Phone

(864) 476-2725

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator