Original filing (PDF)20250616112124NAL0002240130001

MARTINEZ INSURANCE & FINANCIAL SVCS

Name: MARTINEZ INSURANCE & FINANCIAL SVCS — MARTINEZ INSURANCE & FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: MARTINEZ INSURANCE & FINANCIAL SVCS

Form 5500-SF

FILING_RECEIVED

MARTINEZ INSURANCE & FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

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 MARTINEZ INSURANCE & FINANCIAL SVCS.

Plan sponsor

Name

MARTINEZ INSURANCE & FINANCIAL SVCS

EIN

81-0708702all filings

Address

6520 4TH STREET N · ST. PETERSBURG, FL · 33702

Phone

(727) 289-5907

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator