Original filing (PDF)20231017173048NAL0027195987001

INSURANCE ADVISORS AND ADMINISTRATORS, INC.

Name: INSURANCE ADVISORS AND ADMINISTRATORS, INC. — INSURANCE ADVISORS AND ADMINISTRATORS, INC. 401(K) PLAN, Form 5500 (2022)
Creator: INSURANCE ADVISORS AND ADMINISTRATORS, INC.

Form 5500-SF

FILING_RECEIVED

INSURANCE ADVISORS AND ADMINISTRATORS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

INSURANCE ADVISORS AND ADMINISTRATORS, INC.

EIN

59-2167607all filings

Address

11050 N KENDALL DR. · SUITE 106 · MIAMI, FL · 33176

Phone

(305) 595-8736

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator