Original filing (PDF)20250725142623NAL0005960385001

MACPHERSON INSURANCE AGENCY IN

Name: MACPHERSON INSURANCE AGENCY IN — MACPHERSON INSURANCE AGENCY IN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MACPHERSON INSURANCE AGENCY IN

Form 5500-SF

FILING_RECEIVED

MACPHERSON INSURANCE AGENCY IN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MACPHERSON INSURANCE AGENCY IN

EIN

65-0834926

Address

1390 S DIXIE HWY · STE 1209 · CORAL GABLES, FL · 331465126

Phone

(305) 669-5288

Industry