Original filing (PDF)20250609101640NAL0041257458001

MCLENDON INSURANCE & FINANCIAL SERVICES, INC

Name: MCLENDON INSURANCE & FINANCIAL SERVICES, INC — MIFS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MCLENDON INSURANCE & FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

MIFS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

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 MCLENDON INSURANCE & FINANCIAL SERVICES, INC.

Plan sponsor

Name

MCLENDON INSURANCE & FINANCIAL SERVICES, INC

EIN

80-0919154all filings

Address

2925 PGA BLVD. · SUITE 101 · PALM BEACH GARDENS, FL · 33410

Phone

(561) 694-9616

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator