Original filing (PDF)20251001180742NAL0012919377001

JEREZ FS, LLC

Name: JEREZ FS, LLC — JEREZ FS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEREZ FS, LLC

Form 5500-SF

FILING_RECEIVED

JEREZ FS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JEREZ FS, LLC

EIN

35-2647347all filings

Address

9100 S. DADELAND BLVD. · SUITE 300 · MIAMI, FL · 33156

Phone

(305) 570-1816

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