Original filing (PDF)20250415081734NAL0005306800001

PETERS INSURANCE & FINANCIAL SERVICES IN

Name: PETERS INSURANCE & FINANCIAL SERVICES IN — PETERS INSURANCE & FINANCIAL SERVICES IN 401K PLAN, Form 5500 (2024)
Creator: PETERS INSURANCE & FINANCIAL SERVICES IN

Form 5500-SF

FILING_RECEIVED

PETERS INSURANCE & FINANCIAL SERVICES IN 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERS INSURANCE & FINANCIAL SERVICES IN.

Plan sponsor

Name

PETERS INSURANCE & FINANCIAL SERVICES IN

EIN

22-3950166all filings

Address

7750 SW 117TH AVE · SUITE 207 · MIAMI, FL · 33183

Phone

(305) 275-5585

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator