Original filing (PDF)20250625135108NAL0011633120001

MORGAN INSURANCE AGENCY, LTD

Name: MORGAN INSURANCE AGENCY, LTD — MORGAN INSURANCE AGENCY, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: MORGAN INSURANCE AGENCY, LTD

Form 5500-SF

FILING_RECEIVED

MORGAN INSURANCE AGENCY, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 MORGAN INSURANCE AGENCY, LTD.

Plan sponsor

Name

MORGAN INSURANCE AGENCY, LTD

EIN

75-1722075

Address

3708 S MEDFORD DR · LUFKIN, TX · 75901

Phone

(936) 634-7755

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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