CHARLOTTE A SPEER INSURANCE AGENCY INC, 401K AND PROFIT-SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$46K
Net assets (EOY)
$46K
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
61
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 CHARLOTTE A SPEER INSURANCE AGENCY INC.
Plan sponsor
Name
CHARLOTTE A SPEER INSURANCE AGENCY INC
EIN
82-0685864
Address
61 E GREEN ST · WINTERSET, IA · 50273
Phone
(515) 462-3366
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
