· 2022–2024 · DOL EFAST2

INSURANCE ADVISORS OF FLORIDA — INSURANCE ADVISORS OF FLORIDA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251013231931NAL0000981827001

INSURANCE ADVISORS OF FLORIDA

Form 5500-SF

FILING_RECEIVED

INSURANCE ADVISORS OF FLORIDA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

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

62

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 INSURANCE ADVISORS OF FLORIDA.

Plan sponsor

Name

INSURANCE ADVISORS OF FLORIDA

EIN

51-0601437all filings

Address

249 MAITLAND AVE STE 2011 · ALTAMONTE SPRINGS, FL · 32701

Phone

(407) 748-4480

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PLATINUM RISK SOLUTIONS GROUP, LLC

PLATINUM RISK SOLUTIONS GROUP, LLC 401(K) PLAN

$29K · 7 participants

GEO V. BULLEN AND SON, INC./ GEO V BULLEN AND SON FLORIDA, INC.

BULLEN INSURANCE GROUP RETIREMENT SAVINGS PLAN

HIRANO-HOLCOMB INSURANCE AGENCY

HIRANO-HOLCOMB INSURANCE AGENCY LLC

$29K · 6 participants

MICHAEL HASSELBRING INSURANCE AGENCY, INC

MICHAEL HASSELBRING INSURANCE AGENCY 401(K) PLAN

$29K · 8 participants

ISON INSURANCE AGENCY, INC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.