Original filing (PDF)20240618114842NAL0003362496001

Cordell & Company Insurance Agency, Inc.

Name: Cordell & Company Insurance Agency, Inc. — Form 5500 Plan 001 (2023)
Creator: Cordell & Company Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cordell & Company Insurance Agency 401(k) Plan

401(k) retirement plan · Cordell & Company Insurance Agency, Inc.'s Cordell & Company Insurance Agency 401(k) Plan held $67K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

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 CORDELL & COMPANY INSURANCE AGENCY, INC..

Plan sponsor

Name

CORDELL & COMPANY INSURANCE AGENCY, INC.

EIN

all filings

Address

3001 BRYANT IRVIN RD N · FORT WORTH, TX · 76107

Phone

(817) 924-4236

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator