Original filing (PDF)20250618123600NAL0005768946002

VICKIE GARCIA WEALTH MANAGEMENT, LLC

Name: VICKIE GARCIA WEALTH MANAGEMENT, LLC — THE AMERIFLEX GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: VICKIE GARCIA WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

THE AMERIFLEX GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VICKIE GARCIA WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

VICKIE GARCIA WEALTH MANAGEMENT, LLC

EIN