· 2022–2024 · DOL EFAST2

Howard KAYE Insurance Agency LLC — Howard KAYE, Form 5500 (2025)

Original filing (PDF)20260527090312NAL0015036754001

Howard KAYE Insurance Agency LLC

Form 5500-SF

FILING_RECEIVED

Howard KAYE Insurance LLC 401(k) Plan

401(k) retirement plan · Howard KAYE Insurance Agency LLC's Howard KAYE Insurance LLC 401(k) Plan held $329K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HOWARD KAYE INSURANCE AGENCY LLC

EIN

45-3948396all filings

Address

2500 N MILITARY TRAIL · SUITE 312 · BOCA RATON, FL · 33431

Phone

(561) 417-5883

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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