Original filing (PDF)20250929135259NAL0010942865001

SANDY VEST INSURANCE AND FINANCIAL SERVICES

Name: SANDY VEST INSURANCE AND FINANCIAL SERVICES — SANDY VEST INSURANCE AND FINANCIAL SERVICES MCF BENEFIT PLAN, Form 5500 (2024)
Creator: SANDY VEST INSURANCE AND FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

SANDY VEST INSURANCE AND FINANCIAL SERVICES MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$408

Net assets (EOY)

$114

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANDY VEST INSURANCE AND FINANCIAL SERVICES.

Plan sponsor

Name

SANDY VEST INSURANCE AND FINANCIAL SERVICES

EIN

82-4063309all filings

Address

708 S MILL STREET · FESTUS, MO · 63028

Phone

(636) 464-9298

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator