Original filing (PDF)20250625104247NAL0004669779001

GUZMAN & COMPANY

Name: GUZMAN & COMPANY — GUZMAN & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: GUZMAN & COMPANY

Form 5500-SF

FILING_RECEIVED

GUZMAN & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 GUZMAN & COMPANY.

Plan sponsor

Name

GUZMAN & COMPANY

EIN

59-2764363

Address

101 ARAGON · CORAL GABLES, FL · 33134

Phone

(305) 416-5336

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 Finance & Insurance plans

KARBAN FINANCIAL, LLC

RAK 401(K) PLAN

$4.3M · 6 participants

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

GRAHAM, BORDELON, GOLSON & GILBERT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$4.3M · 6 participants

KEVIN L. MURPHY

KEVIN L. MURPHY 401K PROFIT SHARING PLAN

$4.3M · 27 participants

HARBORVIEW INVESTMENTS LLC

HARBORVIEW INVESTMENTS LLC 401K PROFIT SHARING PLAN

$4.3M · 8 participants

VERSANT CAPITAL MANAGEMENT, INC.

VERSANT CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN