Original filing (PDF)20230914175130NAL0032157968001

ROBERT M. TRASK AGENCY, INC.

Name: ROBERT M. TRASK AGENCY, INC. — ROBERT M. TRASK AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ROBERT M. TRASK AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

ROBERT M. TRASK AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

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 ROBERT M. TRASK AGENCY, INC..

Plan sponsor

Name

ROBERT M. TRASK AGENCY, INC.

EIN

91-1680963all filings

Address

P.O. BOX 1075 · MOSES LAKE, WA · 98837

Phone

(509) 765-0241

Industry