Adrian Wilcox Insurance and Financial Services, Inc.
Form 5500-SF
FILING_RECEIVED
Adrian Wilcox Insurance and Financial Services, Inc. 401(k) P/S Plan
401(k) retirement plan · Adrian Wilcox Insurance and Financial Services, Inc.'s Adrian Wilcox Insurance and Financial Services, Inc. 401(k) P/S Plan held $465K in plan assets for 3 participants in 2025.
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$465K
Net assets (EOY)
$465K
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
87
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADRIAN WILCOX INSURANCE AND FINANCIAL SERVICES, INC..
Plan sponsor
Name
ADRIAN WILCOX INSURANCE AND FINANCIAL SERVICES, INC.
