Original filing (PDF)20250303131540NAL0003342787001

AMERICAN FRANCHISE SPECIALIST AGENCY, INC.

Name: AMERICAN FRANCHISE SPECIALIST AGENCY, INC. — AMERICAN FRANCHISE SPECIALIST AGENCY, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: AMERICAN FRANCHISE SPECIALIST AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

AMERICAN FRANCHISE SPECIALIST AGENCY, INC. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

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

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 AMERICAN FRANCHISE SPECIALIST AGENCY, INC..

Plan sponsor

Name

AMERICAN FRANCHISE SPECIALIST AGENCY, INC.

EIN

11-2982529all filings

Address

273 WALT WHITMAN RD STE 341 · HUNTINGTON STATION, NY · 117464149

Phone

(631) 271-2535

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator