Original filing (PDF)20250915212410NAL0001378833001

DW INSURANCE & FINANCIAL SERVICES, INC.

Name: DW INSURANCE & FINANCIAL SERVICES, INC. — DW INSURANCE & FINANCIAL SERVICES, INC.RETIREMENT PLAN, Form 5500 (2024)
Creator: DW INSURANCE & FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

DW INSURANCE & FINANCIAL SERVICES, INC.RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

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 DW INSURANCE & FINANCIAL SERVICES, INC..

Plan sponsor

Name

DW INSURANCE & FINANCIAL SERVICES, INC.

EIN

82-0815009all filings

Address

5050 COLLIN MCKINNEY PKWY STE 204 · MCKINNEY, TX · 75070

Phone

(972) 665-8608

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator