How big is Neal Cannon Agency, LLC's plan?

Neal Cannon Agency, LLC's plan reported $290K in assets and 5 participants for 2024.

Original filing (PDF)20250820191238NAL0006133504001

Neal Cannon Agency, LLC

Name: Neal Cannon Agency, LLC — Cannon Agency Retirement, Form 5500 (2024)
Creator: Neal Cannon Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cannon Agency Retirement Plan

401(k) retirement plan · Neal Cannon Agency, LLC's Cannon Agency Retirement Plan held $290K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

People on this filing

Charles Cannon signed Neal Cannon Agency, LLC's 2024 Form 5500 as plan administrator.

Charles Cannon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Neal Cannon Agency, LLC's EIN is 81-4731174.

EIN 81-4731174

Plan number 001

Plan year 2024

ACK ID 20250820191238NAL0006133504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neal Cannon Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neal Cannon Agency, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEAL CANNON AGENCY, LLC.

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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