Original filing (PDF)20250625082759NAL0018916258001

ZACH PRUITT INSURANCE & FINANCIAL SERVICES

Name: ZACH PRUITT INSURANCE & FINANCIAL SERVICES — ZACH PRUITT INS. & FIN. SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: ZACH PRUITT INSURANCE & FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

ZACH PRUITT INS. & FIN. SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZACH PRUITT INSURANCE & FINANCIAL SERVICES.

Plan sponsor

Name

ZACH PRUITT INSURANCE & FINANCIAL SERVICES

EIN

99-0811992all filings

Address

411 N. GUN BARREL LN. · GUN BARREL CITY, TX · 75156

Phone

(903) 887-6001

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator