Original filing (PDF)20251006140200NAL0006205520001

RENE J. NEYREY & ASSOCIATES, INC.

Name: RENE J. NEYREY & ASSOCIATES, INC. — THE NEYREY FINANCIAL GROUP 401 (K) PLAN & TRUST, Form 5500 (2024)
Creator: RENE J. NEYREY & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

THE NEYREY FINANCIAL GROUP 401 (K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 RENE J. NEYREY & ASSOCIATES, INC..

Plan sponsor

Name

RENE J. NEYREY & ASSOCIATES, INC.

EIN

59-3506884

Address

3000 GULF TO BAY BLVD · SUITE 407 · CLEARWATER, FL · 33759

Phone

(727) 791-3060

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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