Original filing (PDF)20250417220452NAL0002082113053

THE BBS AGENCY

Name: THE BBS AGENCY — THE BBS AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: THE BBS AGENCY

Form 5500-SF

FILING_RECEIVED

THE BBS AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE BBS AGENCY

EIN

90-1503432all filings

Address

131 S MAIN ST · SUITE 103 · FOND DU LAC, WI · 54935

Phone

(920) 251-5206

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