· 2022–2024 · DOL EFAST2

BRADLEY BLESSING INSURANCE, LLC — BRADLEY BLESSING INSURANCE 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250724140653NAL0013817890001

BRADLEY BLESSING INSURANCE, LLC

Form 5500-SF

FILING_RECEIVED

BRADLEY BLESSING INSURANCE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

20

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

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

75

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 BRADLEY BLESSING INSURANCE, LLC.

Plan sponsor

Name

BRADLEY BLESSING INSURANCE, LLC

EIN

26-4326841

Address

5612 SE ABSHIER BLVD · BELLEVIEW, FL · 34420

Phone

(352) 307-4471

Industry

Insurance Agencies & Brokerages· 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

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

BRIAN LANE AGENCY, INC.

BRIAN LANE AGENCY, INC. 401(K) PROFIT SHARING PLAN

$660K · 6 participants

CATALYST SURETY PARTNERS, LLC

CATALYST SURETY PARTNERS 401(K) PLAN

$659K · 10 participants

CA FAMILY WEALTH LLC DBA BOULEVARD FAMILY WEALTH

BOULEVARD FAMILY WEALTH 401(K) PROFIT SHARING PLAN

$660K · 4 participants

METROPOLITAN TITLE LLC

METROPOLITAN TITLE LLC 401(K) PROFIT SHARING PLAN & TRUST

$660K · 15 participants

JOHN SCHURING, JR. COMPANY