Original filing (PDF)20250923085649NAL0006122529001

ITEN INSURANCE AGENCY

Name: ITEN INSURANCE AGENCY — ITEN INSURANCE AGENCY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ITEN INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

ITEN INSURANCE AGENCY PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

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.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ITEN INSURANCE AGENCY

EIN

27-2873286all filings

Address

12850 KAPOK LANE · DAVIE, FL · 33330

Phone

(954) 915-9528

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