Original filing (PDF)20260513061127NAL0014794946001

Lee C. McGriff and Mack Williams Insurance Agency, Inc.

Name: Lee C. McGriff and Mack Williams Insurance Agency, Inc. — Form 5500 Plan 001 (2025)
Creator: Lee C. McGriff and Mack Williams Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee C. McGriff and Mack Williams Insurance Agency, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Lee C. McGriff and Mack Williams Insurance Agency, Inc.'s Lee C. McGriff and Mack Williams Insurance Agency, Inc. 401(k) Profit Sharing Plan held $7.2M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Lee C. McGriff and Mack Williams Insurance Agency, Inc.'s EIN is 59-2770945.

EIN 59-2770945

Plan number 001

Plan year 2025

ACK ID 20260513061127NAL0014794946001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lee C. McGriff and Mack Williams Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lee C. McGriff and Mack Williams Insurance Agency, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE C. MCGRIFF AND MACK WILLIAMS INSURANCE AGENCY, INC..

Finding similar companies…

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