WM K LYONS AGENCY INC 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$333K
Net assets (EOY)
$333K
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
92
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WM K LYONS AGENCY INC.
Plan sponsor
Name
WM K LYONS AGENCY INC
EIN
95-2814439
Address
2100 F STREET, SUITE 220 · BAKERSFIELD, CA · 93301
Phone
(661) 978-0917
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
