Original filing (PDF)20230629150736NAL0015303234001

CHARLES SHORT INSURANCE AGENCY, INC .

Name: CHARLES SHORT INSURANCE AGENCY, INC . — CHARLES SHORT INSURANCE AGENCY, INC. SAFE HARBOR 401(K) PLAN, Form 5500 (2022)
Creator: CHARLES SHORT INSURANCE AGENCY, INC .

Form 5500-SF

FILING_RECEIVED

CHARLES SHORT INSURANCE AGENCY, INC. SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

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 CHARLES SHORT INSURANCE AGENCY, INC ..

Plan sponsor

Name

CHARLES SHORT INSURANCE AGENCY, INC .

EIN

75-1626486

Address

P.O. BOX 2826 · LUBBOCK, TX · 79408

Phone

(806) 763-4409

Industry

Finance & Insurancesee all

Plan administrator