Original filing (PDF)20250210114050NAL0009082387001

INSURANCE CENTER OF THE SOUTHEAST, INC.

Name: INSURANCE CENTER OF THE SOUTHEAST, INC. — INSURANCE CENTER OF THE SOUTHEAST, INC., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INSURANCE CENTER OF THE SOUTHEAST, INC.

Form 5500-SF

FILING_RECEIVED

INSURANCE CENTER OF THE SOUTHEAST, INC., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSURANCE CENTER OF THE SOUTHEAST, INC..

Plan sponsor

Name

INSURANCE CENTER OF THE SOUTHEAST, INC.

EIN

63-0821826

Address

1296 WESTGATE PKWY · DOTHAN, AL · 36303

Phone

(334) 793-0014

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator