Original filing (PDF)20250714120113NAL0001671760001

SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC.

Name: SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC. — SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC.

Form 5500-SF

FILING_RECEIVED

SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

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 SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC..

Plan sponsor

Name

SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC.

EIN

57-1186960

Address

285 NW 138TH TERRACE SUITE 100 · NEWBERRY, FL · 32669

Phone

(352) 333-3775

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator