Original filing (PDF)20250421134002NAL0006937538001

INSURANCE SERVICES GROUP OF THE SOUTHEAST, INC.

Name: INSURANCE SERVICES GROUP OF THE SOUTHEAST, INC. — ISG 401(K) PLAN, Form 5500 (2024)
Creator: INSURANCE SERVICES GROUP OF THE SOUTHEAST, INC.

Form 5500-SF

FILING_RECEIVED

ISG 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

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 INSURANCE SERVICES GROUP OF THE SOUTHEAST, INC..

Plan sponsor

Name

INSURANCE SERVICES GROUP OF THE SOUTHEAST, INC.

EIN

26-0483534all filings

Address

150 2ND AVE. N., SUITE 1100 · ST. PETERSBURG, FL · 33701

Phone

(727) 456-0022

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator