How big is Mike Terrio Inc.'s plan?

Mike Terrio Inc.'s plan reported $1.0M in assets and 9 participants for 2024.

Original filing (PDF)20250718105941NAL0000741795001

Mike Terrio Inc.

Name: Mike Terrio Inc. — Mike Terrio Inc. 401(k) Plan, Form 5500 (2024)
Creator: Mike Terrio Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mike Terrio Inc. 401(k) Plan

401(k) retirement plan · Mike Terrio Inc.'s Mike Terrio Inc. 401(k) Plan held $1.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Marcus Bowie signed Mike Terrio Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Mike Terrio Inc.'s EIN is 41-1952341.

EIN 41-1952341

Plan number 001

Plan year 2024

ACK ID 20250718105941NAL0000741795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mike Terrio Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mike Terrio Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

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 (92nd percentile).

Plan sponsor

Name

MIKE TERRIO INC.

EIN

all filings

Address

542 NW UNIVERSITY BLVD # 102 · PORT ST. LUCIE, FL · 34986

Phone

(772) 807-4628

Industry

Finance & Insurance

Plan administrator