Original filing (PDF)20250422144838NAL0004311409001

STEVE MYERS INSURANCE AGENCY, INC.

Name: STEVE MYERS INSURANCE AGENCY, INC. — STEVE MYERS INSURANCE AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: STEVE MYERS INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

STEVE MYERS INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVE MYERS INSURANCE AGENCY, INC..

Plan sponsor

Name

STEVE MYERS INSURANCE AGENCY, INC.

EIN

01-0610270

Address

9004 SW 152 STREET · PALMETTO BAY, FL · 331571928

Phone

(305) 253-5800

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator