Original filing (PDF)20250730104508NAL0003926881001

FIRST ACTUARIAL CORPORATION

Name: FIRST ACTUARIAL CORPORATION — PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST ACTUARIAL CORPORATION, Form 5500 (2024)
Creator: FIRST ACTUARIAL CORPORATION

Form 5500-SF

FILING_RECEIVED

PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST ACTUARIAL CORPORATION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST ACTUARIAL CORPORATION.

Plan sponsor

Name

FIRST ACTUARIAL CORPORATION

EIN

38-2707979

Address

27200 RIVERVIEW CENTER BLVD. #311 · BONITA SPRINGS, FL · 34134

Phone

(239) 298-8210

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

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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