Original filing (PDF)20250930081511NAL0028832082001

THOMPSONBAKER AGENCY, INC.

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

Form 5500-SF

FILING_RECEIVED

THOMPSONBAKER AGENCY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

THOMPSONBAKER AGENCY, INC.

EIN

59-0971099

Address

POST OFFICE BOX 3807 · ST. AUGUSTINE, FL · 32085

Phone

(904) 824-1631

Industry