Original filing (PDF)20250527100624NAL0005574257001

TAX EXECUTIVES LLC

Name: TAX EXECUTIVES LLC — TAX-EXECUTIVES LLC, Form 5500 (2024)
Creator: TAX EXECUTIVES LLC

Form 5500-SF

FILING_RECEIVED

TAX-EXECUTIVES LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TAX EXECUTIVES LLC

EIN

46-1372054all filings

Address

110 MERRICK WAY · SUITE 2B · CORAL GABLES, FL · 33134

Phone

(786) 924-1652

Industry