Original filing (PDF)20250402085250NAL0013997312001

STUCKEY INSURANCE AND FINANCIAL SERVICES

Name: STUCKEY INSURANCE AND FINANCIAL SERVICES — STUCKEY INSURANCE AND FINANCIAL SERVICES 401K PLAN, Form 5500 (2024)
Creator: STUCKEY INSURANCE AND FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

STUCKEY INSURANCE AND FINANCIAL SERVICES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STUCKEY INSURANCE AND FINANCIAL SERVICES

EIN

85-4372651all filings

Address

1625 REMOUNT RD. · NORTH CHARLESTON, SC · 29406

Phone

(740) 213-2250

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator