Original filing (PDF)20250908111207NAL0032334352001

IMMA INSURANCE & FINANCIAL SERVICES, INC.

Name: IMMA INSURANCE & FINANCIAL SERVICES, INC. — IMMA INSURANCE & FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: IMMA INSURANCE & FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

IMMA INSURANCE & FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$70

Net assets (EOY)

$70

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

IMMA INSURANCE & FINANCIAL SERVICES, INC.

EIN

45-1656417all filings

Address

890 N STATE RD 7 · HOLLYWOOD, FL · 33021

Phone

(954) 251-4537

Industry

Finance & Insurancesee all

Plan administrator