YOU FIRST INSURANCE & SURETY, LLC DBA THE MAGNOLIA AGENCY
Form 5500-SF
FILING_RECEIVED
THE MAGNOLIA AGENCY 401(K) PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$488K
Net assets (EOY)
$488K
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
94
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
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 YOU FIRST INSURANCE & SURETY, LLC DBA THE MAGNOLIA AGENCY.
Plan sponsor
Name
YOU FIRST INSURANCE & SURETY, LLC DBA THE MAGNOLIA AGENCY
