Original filing (PDF)20251001111339NAL0013138225001

GUERRA ADVISORS, INC

Name: GUERRA ADVISORS, INC — GUERRA ADVISORS INC RETIREMENT PLAN, Form 5500 (2024)
Creator: GUERRA ADVISORS, INC

Form 5500-SF

FILING_RECEIVED

GUERRA ADVISORS INC RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

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 GUERRA ADVISORS, INC.

Plan sponsor

Name

GUERRA ADVISORS, INC

EIN

47-4457588

Address

6401 SW 87TH AVENUE SUITE 119 · MIAMI, FL · 33173

Phone

(305) 448-1011

Industry

Finance & Insurancesee 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

2025-10-01

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

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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