· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PAGE, CHAFFIN & RIGGINS INS. — PAGE, CHAFFIN & RIGGINS INS. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250312143436NAL0019379329001
PAGE, CHAFFIN & RIGGINS INS.
Form 5500-SF
FILING_RECEIVED
PAGE, CHAFFIN & RIGGINS INS. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAGE, CHAFFIN & RIGGINS INS.
.
Find decision makers
Plan sponsor
Name
PAGE, CHAFFIN & RIGGINS INS.
EIN
62-0632203
Address
8122 WALNUT RUN · CORDOVA, TN · 380186362
Phone
(901) 755-5526
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
ALAN WILLIAMS & ASSOC INSURANCE AGENCY, INC.
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC CASH BALANCE PLAN
$2.1M · 18 participants
BREATHE INSURANCE SOLUTIONS, LLC
BREATHE INSURANCE 401(K) PLAN
$2.1M · 13 participants
SOVEREIGN TRANSPORATION INSURANCE LLC
SOVEREIGN TRANSPORTATION INSURANCE, LLC 401(K) PLAN
$2.1M · 26 participants
EDELMAN WEALTH MANAGEMENT GROUP INC.
EWMG RETIREMENT PLAN
$2.1M · 8 participants
MICHAEL A. MORRILL
MICHAEL A. MORRILL PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 5 participants
MFINS, INC. DBA MILAM FELKER INSURANCE SERVICES, INC.
MILAM-FELKER INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
$2.1M · 12 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
