Original filing (PDF)20250726074317NAL0016875938001

WILLIAM C. DEMETREE FAMILY OFFIC

Name: WILLIAM C. DEMETREE FAMILY OFFIC — WILLIAM C. DEMETREE FAMILY OFFICE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAM C. DEMETREE FAMILY OFFIC

Form 5500-SF

FILING_RECEIVED

WILLIAM C. DEMETREE FAMILY OFFICE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM C. DEMETREE FAMILY OFFIC.

Plan sponsor

Name

WILLIAM C. DEMETREE FAMILY OFFIC

EIN

20-8724184

Address

941 W. MORSE BLVD., · SUITE 315 · WINTER PARK, FL · 32789

Phone

(407) 422-8191

Industry

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

2025-07-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ML ADVISORS, INC.

ML ADVISORS, INC. DEFINED BENEFIT PENSION PLAN

$1.7M · 2 participants

HEDGEROW WEALTH MANAGEMENT

MOLLER & ASSOCIATES 401(K) PLAN

$1.7M · 4 participants

GLOBAL STRATEGIC INVESTMENT SOLU

GLOBAL STRATEGIC INVESTMENT SOLUTIONS 401(K) PLAN AND TRUST

$1.7M · 6 participants

THE ROSSELOT FINANCIAL GROUP INC.

THE ROSSELOT FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN

$1.7M · 30 participants

SNE OPERATIONS, LLC

SNE OPERATIONS, LLC 401(K) PLAN