Original filing (PDF)20251014021309NAL0001022915001

GUERRA INSURANCE & FINANCIAL SERVICES, LLC

Name: GUERRA INSURANCE & FINANCIAL SERVICES, LLC — GUERRA INSURANCE & FINANCIAL SERVICES RETIREMENT PLAN, Form 5500 (2024)
Creator: GUERRA INSURANCE & FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

GUERRA INSURANCE & FINANCIAL SERVICES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$990K

Net assets (EOY)

$990K

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 GUERRA INSURANCE & FINANCIAL SERVICES, LLC.

Plan sponsor

Name

GUERRA INSURANCE & FINANCIAL SERVICES, LLC

EIN

20-4921352

Address

909 W. BUSINESS 83 · WESLACO, TX · 78591

Phone

(956) 969-3291

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator