Original filing (PDF)20250403114415NAL0011435057001

SHERRILL SCHULTZ INSURANCE AGENCY INC

Name: SHERRILL SCHULTZ INSURANCE AGENCY INC — SHERRILL SCHULTZ INSURANCE AGENCY INC 401K PLAN, Form 5500 (2024)
Creator: SHERRILL SCHULTZ INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

SHERRILL SCHULTZ INSURANCE AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERRILL SCHULTZ INSURANCE AGENCY INC.

Plan sponsor

Name

SHERRILL SCHULTZ INSURANCE AGENCY INC

EIN

81-3980843all filings

Address

4554 CLYDE MORRIS BLVD · STE 3 · PORT ORANGE, FL · 32129

Phone

(386) 675-6355

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator