Original filing (PDF)20250603143838NAL0029698818001

PEGGY WAITE INSURANCE AGENCY, INC.

Name: PEGGY WAITE INSURANCE AGENCY, INC. — PEGGY WAITE INSURANCE AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: PEGGY WAITE INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

PEGGY WAITE INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$677K

Net assets (EOY)

$677K

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 average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEGGY WAITE INSURANCE AGENCY, INC..

Plan sponsor

Name

PEGGY WAITE INSURANCE AGENCY, INC.

EIN

56-2369561all filings

Address

5397 ORANGE DR., STE. 102 · DAVIE, FL · 33314

Phone

(954) 362-5000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator