Original filing (PDF)20251229104513NAL0010161715001

DANIEL FOWLER AGENCY

Name: DANIEL FOWLER AGENCY — DANIEL FOWLER AGENCY MCF BENEFIT PLAN, Form 5500 (2024)
Creator: DANIEL FOWLER AGENCY

Form 5500-SF

FILING_RECEIVED

DANIEL FOWLER AGENCY MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$716

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

DANIEL FOWLER AGENCY

EIN

73-1688743

Address

5647 TELEGRAPH RD · STE 4 · SAINT LOUIS, MO · 63129

Phone

(314) 846-1700

Industry

Finance & Insurancesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

Related plans

Similar-size Finance & Insurance plans

RCH ADJUSTING LLC

RCH ADJUSTING LLC 401(K) PLAN

$3K · 1 participants

GREATER CINTI INS SERVICES

GREATER CINTI INS SERVICES SOCA BENEFIT PLAN

$3K · 2 participants

SPRINGHETTI INSURANCE

SPRINGHETTI INSURANCE SOCA BENEFIT PLAN

$2K · 3 participants

CLAIM SUPPORT 24/7, INC.

CLAIM SUPPORT 24/7, INC. 401(K) PLAN

$3K · 5 participants

D. FREIHAUT AGENCY & ASSOCIATES LLC

D. FREIHAUT AGENCY & ASSOCIATES LLC MCF BENEFIT PLAN

$2K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.