Original filing (PDF)20241012154414NAL0023647169001

KIKE TREVINO STATE FARM AGENCY

Name: KIKE TREVINO STATE FARM AGENCY — KIKE TREVINO STATE FARM AGENCY 401(K) PLAN, Form 5500 (2023)
Creator: KIKE TREVINO STATE FARM AGENCY

Form 5500-SF

FILING_RECEIVED

KIKE TREVINO STATE FARM AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

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 (12th 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 KIKE TREVINO STATE FARM AGENCY.

Plan sponsor

Name

KIKE TREVINO STATE FARM AGENCY

EIN

45-5402640all filings

Address

517 SHILOH DRIVE, SUITE 4 · LAREDO, TX · 78045

Phone

(956) 206-1083

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

FELIX INSURANCE AGENCY LLC

FELIX INSURANCE 401K

$65K · 8 participants

IVY PLANNING INC.

IVY PLANNING INC. 401K PLAN

$65K · 4 participants

SCHATZ INSURANCE AGENCY INC

SCHATZ INSURANCE AGENCY INC 401(K) PLAN

$65K · 4 participants

LESLIE SATEGNA STATE FARM LLC

LESLIE SATEGNA STATE FARM LLC 401K PROFIT SHARING PLAN

$65K · 6 participants

ASPEN INSURANCE LLC

$64K · 9 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.