Original filing (PDF)20251007112239NAL0002419187001

ADVANCED INSURANCE & FINANCIAL SERVICES, LLC

Name: ADVANCED INSURANCE & FINANCIAL SERVICES, LLC — ADVANCED INSURANCE & FINANCIAL SERVICES 401K, Form 5500 (2024)
Creator: ADVANCED INSURANCE & FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

ADVANCED INSURANCE & FINANCIAL SERVICES 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

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 ADVANCED INSURANCE & FINANCIAL SERVICES, LLC.

Plan sponsor

Name

ADVANCED INSURANCE & FINANCIAL SERVICES, LLC

EIN

26-1900410

Address

12240 SW 53RD ST STE 501 · COOPER CITY, FL · 33330

Phone

(954) 436-4027

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator