Original filing (PDF)20250908144055NAL0041235026001

THRELKELD & COMPANY INSURANCE, INC.

Name: THRELKELD & COMPANY INSURANCE, INC. — THRELKELD & COMPANY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: THRELKELD & COMPANY INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

THRELKELD & COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 THRELKELD & COMPANY INSURANCE, INC..

Plan sponsor

Name

THRELKELD & COMPANY INSURANCE, INC.

EIN

75-1822353

Address

515 W SW LOOP 323 STE 100 · TYLER, TX · 757019455

Phone

(903) 581-0077

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator