Original filing (PDF)20230623112326NAL0000763570001

KRISTIE TURNER, A SOLE PROPRIETORSHIP

Name: KRISTIE TURNER, A SOLE PROPRIETORSHIP — KRISTIE TURNER INSURANCE AGENCY 401(K) PLAN, Form 5500 (2022)
Creator: KRISTIE TURNER, A SOLE PROPRIETORSHIP

Form 5500-SF

FILING_RECEIVED

KRISTIE TURNER INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KRISTIE TURNER, A SOLE PROPRIETORSHIP.

Plan sponsor

Name

KRISTIE TURNER, A SOLE PROPRIETORSHIP

EIN

87-4779554

Address

3056 LUCCA CIRCLE · LIVERMORE, CA · 94550

Phone

(925) 292-8024

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator