How big is Insurance & Financial Services, Ltd.'s plan?

Insurance & Financial Services, Ltd.'s plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250828083410NAL0020121298002

Insurance & Financial Services, Ltd.

Name: Insurance & Financial Services, Ltd. — Insurance &, Form 5500 (2024)
Creator: Insurance & Financial Services, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insurance & Financial Services, Ltd. Profit Sharing Plan

Defined-contribution retirement plan · Insurance & Financial Services, Ltd.'s Insurance & Financial Services, Ltd. Profit Sharing Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kevin Toole signed Insurance & Financial Services, Ltd.'s 2024 Form 5500 as plan administrator.

Kevin Toole — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insurance & Financial Services, Ltd.'s EIN is 30-0139026.

EIN 30-0139026

Plan number 001

Plan year 2024

ACK ID 20250828083410NAL0020121298002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insurance & Financial Services, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insurance & Financial Services, Ltd.'s plan includes profit-sharing.

Decision-maker contacts

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

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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