How big is Eric A. Ponce's plan?

Eric A. Ponce's plan reported $2.3M in assets and 15 participants for 2024.

Original filing (PDF)20250919111423NAL0002434097001

Eric A. Ponce

Name: Eric A. Ponce — Eric A. Ponce 401(k) Plan, Form 5500 (2024)
Creator: Eric A. Ponce
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric A. Ponce 401(k) Plan

401(k) retirement plan · Eric A. Ponce's Eric A. Ponce 401(k) Plan held $2.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Eric A. Ponce's EIN is 59-3104276.

EIN 59-3104276

Plan number 002

Plan year 2024

ACK ID 20250919111423NAL0002434097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric A. Ponce from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric A. Ponce's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIC A. PONCE.

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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.

Plan sponsor

Name

ERIC A. PONCE

EIN

all filings

Address

2240 N. WICKHAM ROAD · MELBOURNE, FL · 32935

Phone

(321) 773-7500

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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