How big is Matthew Cerizo Agency's plan?

Matthew Cerizo Agency's plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20251014140356NAL0006217682001

Matthew Cerizo Agency

Name: Matthew Cerizo Agency — Matthew Cerizo Agency 401(k), Form 5500 (2024)
Creator: Matthew Cerizo Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matthew Cerizo Agency 401(k) Plan

401(k) retirement plan · Matthew Cerizo Agency's Matthew Cerizo Agency 401(k) Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Matthew Cerizo signed Matthew Cerizo Agency's 2024 Form 5500 as plan administrator.

Matthew Cerizo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Matthew Cerizo Agency's EIN is 11-3673501.

EIN 11-3673501

Plan number 001

Plan year 2024

ACK ID 20251014140356NAL0006217682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matthew Cerizo Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew Cerizo Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MATTHEW CERIZO AGENCY

EIN

all filings

Address

320 OHUKAI RD. #406 · KIHEI, HI · 96753

Phone

(808) 879-4309

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator