Back to filter
Original filing (PDF)20250331112724NAL0003232419001
MICHAEL BLAKELY
Form 5500-SF
FILING_RECEIVED
MICHAEL BLAKELY PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL BLAKELY.
Plan sponsor
Name
MICHAEL BLAKELY
EIN
62-1226042
Address
8151 WALNUT GROVE RD STE 3 · CORDOVA, TN · 38018
Phone
(901) 755-2244
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-03-31
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
LANCE K. MATSUMURA
LANCE K. MATSUMURA PROFIT SHARING PLAN
$2.0M · 6 participants
FINANCIAL ASSURANCE LLC
FALA 401(K) PLAN
$2.0M · 23 participants
EUGENE ROBISON COMPANY, INC. DBA OXFORD RISK MANAGEMENT & INSURANCE SE
OXFORD INSURANCE MANAGEMENT PROFIT SHARING PLAN
$2.0M · 3 participants
J. BRIAN PINSON
J. BRIAN PINSON PROFIT SHARING PLAN
$2.0M · 5 participants
PF NORTHEAST BROKERAGE INC
PF NORTHEAST BROKERAGE INC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 10 participants
OJM GROUP, LLC
OJM GROUP, LLC 401(K) PLAN
$2.0M · 11 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