Original filing (PDF)20250612091735NAL0016339825001

C. MARTINEZ INSURANCE AGENCY, INC.

Name: C. MARTINEZ INSURANCE AGENCY, INC. — C. MARTINEZ INSURANCE AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: C. MARTINEZ INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

C. MARTINEZ INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$734K

Net assets (EOY)

$734K

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 (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

C. MARTINEZ INSURANCE AGENCY, INC.

EIN

59-3773874all filings

Address

1430 S DIXIE HWY · STE 316A · CORAL GABLES, FL · 331463174

Phone

(305) 663-4921

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator