Original filing (PDF)20250715085455NAL0002641808001

CR MCCAFFERTY INSURANCE AGENCY INC

Name: CR MCCAFFERTY INSURANCE AGENCY INC — CR MCCAFFERTY INSURANCE AGENCY INC 401K PLAN, Form 5500 (2024)
Creator: CR MCCAFFERTY INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

CR MCCAFFERTY INSURANCE AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

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 CR MCCAFFERTY INSURANCE AGENCY INC.

Plan sponsor

Name

CR MCCAFFERTY INSURANCE AGENCY INC

EIN

82-5195710all filings

Address

1874 WEST HILLSBORO BLVD · SUITE C · DEERFIELD BEACH, FL · 33442

Phone

(954) 420-9060

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator