· 2022–2024 · DOL EFAST2

CHAMPION COMMERCIAL INSURANCE AGENCY, LLC, DBA WOOD WILSON CO. — CHAMPION COMMERCIAL INSURANCE AGENCY LLC DBA WOOD WILSON CO. 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251013175354NAL0001799121001

CHAMPION COMMERCIAL INSURANCE AGENCY, LLC, DBA WOOD WILSON CO.

Form 5500-SF

FILING_RECEIVED

CHAMPION COMMERCIAL INSURANCE AGENCY LLC DBA WOOD WILSON CO. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

26

Accounts w/ balance

33

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

89

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMPION COMMERCIAL INSURANCE AGENCY, LLC, DBA WOOD WILSON CO..

Plan sponsor

Name

CHAMPION COMMERCIAL INSURANCE AGENCY, LLC, DBA WOOD WILSON CO.

EIN

75-2740761

Address

8131 LBJ FREEWAY, SUITE 220 · DALLAS, TX · 75251

Phone

(972) 590-3019

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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