Original filing (PDF)20250618121918NAL0003415600001

ILEANA CABRERA-RODRIGUEZ INSURANCE AGENCY

Name: ILEANA CABRERA-RODRIGUEZ INSURANCE AGENCY — ILEANA CABRERA-RODRIGUEZ INSURANCE AGENCY 401(K), Form 5500 (2024)
Creator: ILEANA CABRERA-RODRIGUEZ INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

ILEANA CABRERA-RODRIGUEZ INSURANCE AGENCY 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ILEANA CABRERA-RODRIGUEZ INSURANCE AGENCY.

Plan sponsor

Name

ILEANA CABRERA-RODRIGUEZ INSURANCE AGENCY

EIN

65-0862849

Address

1925 PONCE DE LEON BLVD. · CORAL GABLES, FL · 331344412

Phone

(305) 529-9966

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

WALNUT RISK MANAGEMENT LLC

WALNUT RISK MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 19 participants

NICOLE HOLLAND-HONG

NICOLE HOLLAND-HONG 401(K) PROFIT SHARING PLAN

$1.1M · 4 participants

MIKE SESSOR INSURANCE AGENCY, INC.

MIKE SESSOR INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 1 participants

DAVID M. PINHEIRO INSURANCE AGENCY, INC.

DAVID M. PINHEIRO INSURANCE AGENCY, INC. 401(K) PLAN & TRUST

$1.1M · 9 participants

BARSULL CORPORATION, INC.