Original filing (PDF)20250925103102NAL0019153490001

MERRILL R. SWARTZ, INC. DBA FORD INSURANCE

Name: MERRILL R. SWARTZ, INC. DBA FORD INSURANCE — FORD INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: MERRILL R. SWARTZ, INC. DBA FORD INSURANCE

Form 5500-SF

FILING_RECEIVED

FORD INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

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 (7th 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 MERRILL R. SWARTZ, INC. DBA FORD INSURANCE.

Plan sponsor

Name

MERRILL R. SWARTZ, INC. DBA FORD INSURANCE

EIN

59-2417652all filings

Address

2919 CANOE CREEK RD. · ST. CLOUD, FL · 34772

Phone

(407) 847-5892

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator