Original filing (PDF)20250501152308NAL0003386465001

SANDY MORRIS INSURANCE SERVICES, LLC

Name: SANDY MORRIS INSURANCE SERVICES, LLC — SANDY MORRIS 401(K) PLAN, Form 5500 (2023)
Creator: SANDY MORRIS INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

SANDY MORRIS 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

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 SANDY MORRIS INSURANCE SERVICES, LLC.

Plan sponsor

Name

SANDY MORRIS INSURANCE SERVICES, LLC

EIN

81-2298236all filings

Address

10015 GALLANT LANE · TAMPA, FL · 33625

Phone

(813) 443-0879

Industry

Finance & Insurancesee all

Plan administrator