Original filing (PDF)20250520123652NAL0001209585001

ALEJANDRA BUSTAMANTE INSURANCE, LLC

Name: ALEJANDRA BUSTAMANTE INSURANCE, LLC — ALEJANDRA BUSTAMANTE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: ALEJANDRA BUSTAMANTE INSURANCE, LLC

Form 5500-SF

FILING_RECEIVED

ALEJANDRA BUSTAMANTE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

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.

Decision-maker contacts

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

Plan sponsor

Name

ALEJANDRA BUSTAMANTE INSURANCE, LLC

EIN

46-1431023all filings

Address

2929 ATWOOD AVE · STE 100 · MADISON, WI · 53704

Phone

(608) 692-9112

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator