Original filing (PDF)20250709102922NAL0007968944001

BRIAN L. WADE DBA TAMPA FINANCIAL GROUP

Name: BRIAN L. WADE DBA TAMPA FINANCIAL GROUP — BRIAN L. WADE 401(K) PLAN, Form 5500 (2024)
Creator: BRIAN L. WADE DBA TAMPA FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

BRIAN L. WADE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN L. WADE DBA TAMPA FINANCIAL GROUP.

Plan sponsor

Name

BRIAN L. WADE DBA TAMPA FINANCIAL GROUP

EIN

59-4343925all filings

Address

3030 N ROCKY POINT DR W · SUITE 700 · TAMPA, FL · 33607

Phone

(813) 748-7874

Industry

Finance & Insurancesee all

Plan administrator