Original filing (PDF)20250623090107NAL0008923792001

KALEB GRIFFIN INSURANCE AND FINANCIAL SERVICES, LLC

Name: KALEB GRIFFIN INSURANCE AND FINANCIAL SERVICES, LLC — KALEB GRIFFIN INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: KALEB GRIFFIN INSURANCE AND FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

KALEB GRIFFIN INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KALEB GRIFFIN INSURANCE AND FINANCIAL SERVICES, LLC

EIN

82-4092292

Address

509 E GREER ST. · HONEA PATH, SC · 29654

Phone

(864) 369-7352

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator