Original filing (PDF)20240705163259NAL0010563281001

HOWARD D. CRISSEY & ASSOCIATES AGENCY, INC.

Name: HOWARD D. CRISSEY & ASSOCIATES AGENCY, INC. — BRG 401(K) PLAN, Form 5500 (2023)
Creator: HOWARD D. CRISSEY & ASSOCIATES AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

BRG 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOWARD D. CRISSEY & ASSOCIATES AGENCY, INC..

Plan sponsor

Name

HOWARD D. CRISSEY & ASSOCIATES AGENCY, INC.

EIN

75-1605963all filings

Address

6211 W. NORTHWEST HIGHWAY · SUITE 151C · DALLAS, TX · 75225

Phone

(214) 750-7557

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator