Original filing (PDF)20250409102656NAL0022076465001

SENIOR SOLUTIONS INSURANCE AGENCY LLC

Name: SENIOR SOLUTIONS INSURANCE AGENCY LLC — SENIOR SOLUTIONS INSURANCE AGE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SENIOR SOLUTIONS INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

SENIOR SOLUTIONS INSURANCE AGE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th 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 SENIOR SOLUTIONS INSURANCE AGENCY LLC.

Plan sponsor

Name

SENIOR SOLUTIONS INSURANCE AGENCY LLC

EIN

46-4481337all filings

Address

540 NW UNIVERSITY BLVD STE 108 · PORT SAINT LUCIE, FL · 34986

Phone

(561) 818-2506

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator