Original filing (PDF)20251007123022NAL0004762561001

THE MENKE FINANCIAL GROUP MENKE FINANCIAL

Name: THE MENKE FINANCIAL GROUP MENKE FINANCIAL — MENKE FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: THE MENKE FINANCIAL GROUP MENKE FINANCIAL

Form 5500-SF

FILING_RECEIVED

MENKE FINANCIAL 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

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 average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MENKE FINANCIAL GROUP MENKE FINANCIAL.

Plan sponsor

Name

THE MENKE FINANCIAL GROUP MENKE FINANCIAL

EIN

46-5073427all filings

Address

700 CENTRAL AVENUE, SUITE 300 · ST. PETERSBURG, FL · 33701

Phone

(727) 803-1151

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator