Original filing (PDF)20230719143359NAL0004390194001

Claxton Insurance Agency

Name: Claxton Insurance Agency — Claxton Insurance Agency, Form 5500 (2022)
Creator: Claxton Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Claxton Insurance Agency 401(k) Plan

401(k) retirement plan · Claxton Insurance Agency's Claxton Insurance Agency 401(k) Plan held $14K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAXTON INSURANCE AGENCY.

Plan sponsor

Name

CLAXTON INSURANCE AGENCY

EIN

85-3315632all filings

Address

550 S WATTERS RD · STE 130 · ALLEN, TX · 75013

Phone

(972) 449-0733

Industry