Original filing (PDF)20250618161358NAL0001496547001

THE CARLUCCI INSURANCE AGENCY, LLC

Name: THE CARLUCCI INSURANCE AGENCY, LLC — THE CARLUCCI INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: THE CARLUCCI INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

THE CARLUCCI INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CARLUCCI INSURANCE AGENCY, LLC.

Plan sponsor

Name

THE CARLUCCI INSURANCE AGENCY, LLC

EIN

27-0253308all filings

Address

3535 HENDRICKS AVENUE · JACKSONVILLE, FL · 32207

Phone

(904) 651-6566

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator