Original filing (PDF)20250404135056NAL0011897329001

SHEIN & WENTE LLC

Name: SHEIN & WENTE LLC — SHEIN & WENTE 401(K) PLAN, Form 5500 (2024)
Creator: SHEIN & WENTE LLC

Form 5500-SF

FILING_RECEIVED

SHEIN & WENTE 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

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 average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEIN & WENTE LLC.

Plan sponsor

Name

SHEIN & WENTE LLC

EIN

13-4209626all filings

Address

2295 WEST EAU GALLIE BLVD. · SUITE B · MELBOURNE, FL · 32935

Phone

(321) 394-1300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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