Original filing (PDF)20251007152127NAL0008183632001

TOMMY ROSALES STATE FARM

Name: TOMMY ROSALES STATE FARM — TOMMY ROSALES STATE FARM AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: TOMMY ROSALES STATE FARM

Form 5500-SF

FILING_RECEIVED

TOMMY ROSALES STATE FARM AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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 TOMMY ROSALES STATE FARM.

Plan sponsor

Name

TOMMY ROSALES STATE FARM

EIN

83-0909886

Address

26772 E UNIVERSITY DR. · STE F · AUBREY, TX · 76227

Phone

(940) 387-4512

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-15

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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