Original filing (PDF)20250522115430NAL0008495842001

ACTUARIAL FACTOR LLC

Name: ACTUARIAL FACTOR LLC — ACTUARIAL FACTOR LLC 401(K) PLAN, Form 5500 (2024)
Creator: ACTUARIAL FACTOR LLC

Form 5500-SF

FILING_RECEIVED

ACTUARIAL FACTOR LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$625K

Net assets (EOY)

$625K

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 ACTUARIAL FACTOR LLC.

Plan sponsor

Name

ACTUARIAL FACTOR LLC

EIN

47-2100690

Address

1 ALHAMBRA PLAZA, SUITE PH · CORAL GABLES, FL · 33134

Phone

(786) 397-9212

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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