Original filing (PDF)20250211193124NAL0019766209001

CASH & FORBES INSURANCE GROUP, LLC DBA MEMORIAL INSURANCE AGENCY

Name: CASH & FORBES INSURANCE GROUP, LLC DBA MEMORIAL INSURANCE AGENCY — CASH & FORBES INSURANCE GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CASH & FORBES INSURANCE GROUP, LLC DBA MEMORIAL INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

CASH & FORBES INSURANCE GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$694K

Net assets (EOY)

$694K

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 CASH & FORBES INSURANCE GROUP, LLC DBA MEMORIAL INSURANCE AGENCY.

Plan sponsor

Name

CASH & FORBES INSURANCE GROUP, LLC DBA MEMORIAL INSURANCE AGENCY

EIN

82-3239006all filings

Address

13501 KATY FWY., STE. 1875 · HOUSTON, TX · 77079

Phone

(713) 461-8272

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator