Original filing (PDF)20250210121559NAL0018129937001

JOHN SNELLINGS INSURANCE AGENCY, INC. DBA SNELLINGS WALTERS

Name: JOHN SNELLINGS INSURANCE AGENCY, INC. DBA SNELLINGS WALTERS — SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN, Form 5500 (2024)
Creator: JOHN SNELLINGS INSURANCE AGENCY, INC. DBA SNELLINGS WALTERS

Form 5500-SF

FILING_RECEIVED

SNELLINGS WALTERS INSURANCE AGENCY WEALTH ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

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

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 JOHN SNELLINGS INSURANCE AGENCY, INC. DBA SNELLINGS WALTERS.

Plan sponsor

Name

JOHN SNELLINGS INSURANCE AGENCY, INC. DBA SNELLINGS WALTERS

EIN

58-0970646

Address

1117 PERIMETER CENTER WEST · SUITE W101 · ATLANTA, GA · 30338

Phone

(770) 396-9600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator