Original filing (PDF)20230707104813NAL0016783713001

Aaron Kilbride Agency

Name: Aaron Kilbride Agency — Aaron Kilbride Agency 401(k), Form 5500 (2022)
Creator: Aaron Kilbride Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aaron Kilbride Agency 401(k) Plan

401(k) retirement plan · Aaron Kilbride Agency's Aaron Kilbride Agency 401(k) Plan held $67K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AARON KILBRIDE AGENCY.

Plan sponsor

Name

AARON KILBRIDE AGENCY

EIN

45-3038554all filings

Address

3910 NORTHDALE BLVD · STE 100 · TAMPA, FL · 33624

Phone

(813) 442-6216

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