Original filing (PDF)20260422221014NAL0002218947088

CARY Runnells Insurance and Financial Services, Inc.

Name: CARY Runnells Insurance and Financial Services, Inc. — Form 5500 Plan 001 (2025)
Creator: CARY Runnells Insurance and Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Runnells Insurance and Financial Services 401(k) Plan

401(k) retirement plan · CARY Runnells Insurance and Financial Services, Inc.'s Runnells Insurance and Financial Services 401(k) Plan held $506K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

Plan identifiers

CARY Runnells Insurance and Financial Services, Inc.'s EIN is 84-3726965.

EIN 84-3726965

Plan number 001

Plan year 2025

ACK ID 20260422221014NAL0002218947088

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CARY Runnells Insurance and Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CARY Runnells Insurance and Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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