Original filing (PDF)20240207125129NAL0044271104001

ROCCO ENGLISH AGENCY

Name: ROCCO ENGLISH AGENCY — ROCCO ENGLISH AGENCY 401(K) PLAN, Form 5500 (2023)
Creator: ROCCO ENGLISH AGENCY

Form 5500-SF

FILING_RECEIVED

ROCCO ENGLISH AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCCO ENGLISH AGENCY.

Plan sponsor

Name

ROCCO ENGLISH AGENCY

EIN

59-2587461

Address

11071 UNIVERSITY BLVD SUITE 100 · ORLANDO, FL · 32817

Phone

(407) 657-7800

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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