Original filing (PDF)20250828095807NAL0010358161001

OLSON & DINUNZIO INSURANCE AGENCY, INC.

Name: OLSON & DINUNZIO INSURANCE AGENCY, INC. — OLSON & DINUNZIO INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OLSON & DINUNZIO INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

OLSON & DINUNZIO INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

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 OLSON & DINUNZIO INSURANCE AGENCY, INC..

Plan sponsor

Name

OLSON & DINUNZIO INSURANCE AGENCY, INC.

EIN

65-0570377all filings

Address

2536 NORTHBROOKE PLAZA DR. · NAPLES, FL · 34119

Phone

(239) 596-6226

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator