Original filing (PDF)20250331141519NAL0005581793001

THOROUGHBRED FINANCIAL AGENCY, LLC

Name: THOROUGHBRED FINANCIAL AGENCY, LLC — THOROUGHBRED FINANCIAL AGENCY 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: THOROUGHBRED FINANCIAL AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

THOROUGHBRED FINANCIAL AGENCY 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

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.

Decision-maker contacts

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

Plan sponsor

Name

THOROUGHBRED FINANCIAL AGENCY, LLC

EIN

61-1346520

Address

3217 SUMMIT SQUARE PLACE · SUITE 200 · LEXINGTON, KY · 40509

Phone

(859) 254-6406

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator