Original filing (PDF)20250603110837NAL0029446258001

MICHELE HARRIS MEEKS AGENT

Name: MICHELE HARRIS MEEKS AGENT — MICHELE HARRIS MEEKS AGENT 401(K), Form 5500 (2024)
Creator: MICHELE HARRIS MEEKS AGENT

Form 5500-SF

FILING_RECEIVED

MICHELE HARRIS MEEKS AGENT 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

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 MICHELE HARRIS MEEKS AGENT.

Plan sponsor

Name

MICHELE HARRIS MEEKS AGENT

EIN

76-0305115all filings

Address

5890 DE ZAVALA RD. · SUITE 105 · SAN ANTONIO, TX · 78249

Phone

(210) 692-9988

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

2025-06-03

Pension benefit codes

2S · Automatic enrollment

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

THE RISK MANAGEMENT GROUP, INC

THE RISK MANAGEMENT GROUP, INC GHT BENEFIT PLAN

$11K · 19 participants

HURST INSURANCE AND FINANCIAL SERVICES

HURST INSURANCE AND FINL SVCS 401(K) PLAN

$11K · 7 participants

WEITZEL INSURANCE SERVICES LLC

WEITZEL INSURANCE SERVICES LLC 401(K) PLAN

$12K · 1 participants

DAVID M WILSON

DAVID M WILSON 401K PLAN

$12K · 7 participants

CASE INSURANCE AND FINANCIAL SERVICES, INC.

CASE INSURANCE & FINANCIAL SERVICES 401K PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.