Original filing (PDF)20250709075406NAL0002699827002

AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES

Name: AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES — AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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 AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES.

Plan sponsor

Name

AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES

EIN

26-2464137all filings

Address

2621 FOREST ROAD · SPRING HILL, FL · 34606

Phone

(352) 592-9833

Industry

Finance & Insurancesee all

Plan administrator