Original filing (PDF)20250717110835NAL0000237632001

CKL INSURANCE AND FINANCIAL SERV

Name: CKL INSURANCE AND FINANCIAL SERV — CKL INSURANCE AND FINANCIAL SERVICES, Form 5500 (2024)
Creator: CKL INSURANCE AND FINANCIAL SERV

Form 5500-SF

FILING_RECEIVED

CKL INSURANCE AND FINANCIAL SERVICES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CKL INSURANCE AND FINANCIAL SERV.

Plan sponsor

Name

CKL INSURANCE AND FINANCIAL SERV

EIN

81-1131480

Address

2821 S HURSTBOURNE PKWY, STE 11 · LOUISVILLE, KY · 40220

Phone

(502) 904-0192

Industry