Original filing (PDF)20250418220854NAL0000017139039

JODIE SATTERFIELD INSURANCE AGENCY

Name: JODIE SATTERFIELD INSURANCE AGENCY — JODIE SATTERFIELD INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: JODIE SATTERFIELD INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

JODIE SATTERFIELD INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

Plan health score

Above-average plan

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 JODIE SATTERFIELD INSURANCE AGENCY.

Plan sponsor

Name

JODIE SATTERFIELD INSURANCE AGENCY

EIN

82-1197514all filings

Address

6449 COIT RD, STE 116 · FRISCO, TX · 75035

Phone

(214) 783-4327

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator