Original filing (PDF)20251013142752NAL0003188546001

MARCUS W BOSLEY & ASSOCIATES, INC.

Name: MARCUS W BOSLEY & ASSOCIATES, INC. — MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MARCUS W BOSLEY & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

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 (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MARCUS W BOSLEY & ASSOCIATES, INC.

EIN

61-1209038all filings

Address

1601 FREDERICA STREET · OWENSBORO, KY · 42301

Phone

(270) 686-7671

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator