TERRY ROMERO WOFFORD INSURANCE AGENCY, INC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score
90
/ 100
Grade A
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
64
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERRY ROMERO WOFFORD INSURANCE AGENCY, INC..
Plan sponsor
Name
TERRY ROMERO WOFFORD INSURANCE AGENCY, INC.
EIN
72-1326846
Address
2200 W. CONGRESS STREET · LAFAYETTE, LA · 705062530
Phone
(337) 232-4451
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
