THORSON & ASSOCIATES INSURANCE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
47
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score
88
/ 100
Grade A
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
59
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THORSON & ASSOCIATES INSURANCE SERVICES, INC..
Plan sponsor
Name
THORSON & ASSOCIATES INSURANCE SERVICES, INC.
EIN
95-4058064
Address
16100 N 71ST ST, SUITE 540 · SCOTTSDALE, AZ · 85254
Phone
(800) 846-7766
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
