Original filing (PDF)20250828083410NAL0020121298002

INSURANCE & FINANCIAL SERVICES, LTD.

Name: INSURANCE & FINANCIAL SERVICES, LTD. — INSURANCE & FINANCIAL SERVICES, LTD. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INSURANCE & FINANCIAL SERVICES, LTD.

Form 5500-SF

FILING_RECEIVED

INSURANCE & FINANCIAL SERVICES, LTD. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURANCE & FINANCIAL SERVICES, LTD..

Plan sponsor

Name

INSURANCE & FINANCIAL SERVICES, LTD.

EIN

30-0139026

Address

5194 RICHMOND ROAD · BEDFORD HTS, OH · 44146

Phone

(440) 349-3670

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

KEVIN TOOLE

EIN

30-0139026

City

BEDFORD HTS, OH

Phone

(440) 349-3670

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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