Original filing (PDF)20251006090841NAL0005747184001

AMANDA CHASE INSURANCE AGENCY, INC

Name: AMANDA CHASE INSURANCE AGENCY, INC — AMANDA CHASE INS AGENCY INC 401(K) PLAN, Form 5500 (2024)
Creator: AMANDA CHASE INSURANCE AGENCY, INC

Form 5500-SF

FILING_RECEIVED

AMANDA CHASE INS AGENCY INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

Plan health score

Above-average plan

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 AMANDA CHASE INSURANCE AGENCY, INC.

Plan sponsor

Name

AMANDA CHASE INSURANCE AGENCY, INC

EIN

51-0450474all filings

Address

1752 HOWELL BRANCH RD · WINTER PARK, FL · 32789

Phone

(407) 677-0007

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator