Original filing (PDF)20251008132744NAL0013512786001

WARREN MIDDLETON, LLC

Name: WARREN MIDDLETON, LLC — WARREN MIDDLETON INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: WARREN MIDDLETON, LLC

Form 5500-SF

FILING_RECEIVED

WARREN MIDDLETON INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$783K

Net assets (EOY)

$783K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARREN MIDDLETON, LLC.

Plan sponsor

Name

WARREN MIDDLETON, LLC

EIN

27-1060408

Address

6282 LAKE OSPREY DRIVE · SARASOTA, FL · 34240

Phone

(941) 907-2045

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

VAUGHN A. VICTORINO

VAUGHN A. VICTORINO 401(K) PROFIT SHARING PLAN

$783K · 2 participants

LVILO SERVICES INC.

IVILO SERVICES INC. 401(K) PLAN

$783K · 7 participants

JEFF COLEMAN - STATE FARM AGENCY

JEFF COLEMAN - STATE FARM AGENCY 401(K) PLAN

$784K · 5 participants

KOREY MINAHAN INSURANCE AGENCY INC.

KOREY MINAHAN INSURANCE AGENCY INC.401K PLAN

$784K · 4 participants

WORLDWIDE MARKETING LLC

WORLDWIDE MARKETING LLC CASH BALANCE PLAN