Original filing (PDF)20250902141320NAL0029623938001

JAMES RAYNOR INSURANCE AGENCY, INC

Name: JAMES RAYNOR INSURANCE AGENCY, INC — JAMES RAYNOR INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: JAMES RAYNOR INSURANCE AGENCY, INC

Form 5500-SF

FILING_RECEIVED

JAMES RAYNOR INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Above-average plan

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 (12th percentile).

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 JAMES RAYNOR INSURANCE AGENCY, INC.

Plan sponsor

Name

JAMES RAYNOR INSURANCE AGENCY, INC

EIN

20-5297613

Address

153 HAWKCREST CT · DEBARY, FL · 32713

Phone

(386) 956-3786

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator