· 2022–2024 · DOL EFAST2

SPECIALTY RISK MANAGEMENT SERV — SPECIALTY RISK MANAGEMENT SERV 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250725151002NAL0006014001001

SPECIALTY RISK MANAGEMENT SERV

Form 5500-SF

FILING_RECEIVED

SPECIALTY RISK MANAGEMENT SERV 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

0

Accounts w/ balance

1

Plan assets (EOY)

$902

Net assets (EOY)

$902

Plan health score

Above-average plan

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

14

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 SPECIALTY RISK MANAGEMENT SERV.

Plan sponsor

Name

SPECIALTY RISK MANAGEMENT SERV

EIN

65-0923164all filings

Address

9736 COMMERCE CENTER CT · FORT MYERS, FL · 339083766

Phone

(239) 481-1949

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

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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