Original filing (PDF)20250522175740NAL0002394627001

COUNTRY FINANCIAL - JOE DOAK AGENCY

Name: COUNTRY FINANCIAL - JOE DOAK AGENCY — COUNTRY FINANCIAL - JOE DOAK AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: COUNTRY FINANCIAL - JOE DOAK AGENCY

Form 5500-SF

FILING_RECEIVED

COUNTRY FINANCIAL - JOE DOAK AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 COUNTRY FINANCIAL - JOE DOAK AGENCY.

Plan sponsor

Name

COUNTRY FINANCIAL - JOE DOAK AGENCY

EIN

87-1038294all filings

Address

118 S. MAIN ST. · OMAK, WA · 98841

Phone

(509) 740-6006

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator