Original filing (PDF)20251015125539NAL0002441667001

SAUNDERS & COMPANY, INC.

Name: SAUNDERS & COMPANY, INC. — SAUNDERS & COMPANY INCOME PRESERVATION PLAN, Form 5500 (2024)
Creator: SAUNDERS & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

SAUNDERS & COMPANY INCOME PRESERVATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAUNDERS & COMPANY, INC..

Plan sponsor

Name

SAUNDERS & COMPANY, INC.

EIN

59-1911903

Address

233 EAST BAY STREET, SUITE 630 · JACKSONVILLE, FL · 32202

Phone

(904) 493-5344

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JAMES KLEIN INSURANCE, INC.

JAMES KLEIN INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN

$771K · 11 participants

BALDON GROUP INC

BALDON GROUP INC 401K PLAN

$771K · 5 participants

MITCHELL INSURANCE, INC.

MITCHELL INSURANCE, INC. 401(K) RETIREMENT PLAN

$771K · 7 participants

STEVEN A BASLER INSURANCE AGENCY, INC.

STEVEN A BASLER INSURANCE AGENCY, INC 401(K) PLAN

$771K · 15 participants

COWART INSURANCE AGENCY, INC.

COWART INSURANCE RETIREMENT PLAN