Original filing (PDF)20250620103151NAL0005562544001

ALAN EVERTON INSURANCE AGENCY, INC.

Name: ALAN EVERTON INSURANCE AGENCY, INC. — ALAN EVERTON INSURANCE AGENCY INC 401(K) PSP, Form 5500 (2024)
Creator: ALAN EVERTON INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

ALAN EVERTON INSURANCE AGENCY INC 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN EVERTON INSURANCE AGENCY, INC..

Plan sponsor

Name

ALAN EVERTON INSURANCE AGENCY, INC.

EIN

59-3636065all filings

Address

3438 E LAKE RD STE 18 · PALM HARBOR, FL · 34685

Phone

(727) 786-1696

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator