Original filing (PDF)20250611100154NAL0015832001002

M. PRIESTMAN DESJARDINS INSURANCE GROUP, LLC

Name: M. PRIESTMAN DESJARDINS INSURANCE GROUP, LLC — M. PRIESTMAN DESJARDINS INSURANCE GROUP, LLC 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: M. PRIESTMAN DESJARDINS INSURANCE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

M. PRIESTMAN DESJARDINS INSURANCE GROUP, LLC 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M. PRIESTMAN DESJARDINS INSURANCE GROUP, LLC.

Plan sponsor

Name

M. PRIESTMAN DESJARDINS INSURANCE GROUP, LLC

EIN

51-0574095all filings

Address

18383 NE 18TH ROAD · NORTH MIAMI BEACH, FL · 33179

Phone

(305) 945-0823

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator