Original filing (PDF)20250902152016NAL0008541667001

DAVID MOSKOWITZ INSURANCE AGENCY LLC

Name: DAVID MOSKOWITZ INSURANCE AGENCY LLC — DAVID MOSKOWITZ INSURANCE AGENCY LLC 401K PLAN, Form 5500 (2024)
Creator: DAVID MOSKOWITZ INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

DAVID MOSKOWITZ INSURANCE AGENCY LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

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 DAVID MOSKOWITZ INSURANCE AGENCY LLC.

Plan sponsor

Name

DAVID MOSKOWITZ INSURANCE AGENCY LLC

EIN

82-2403124all filings

Address

142 WILSHIRE BLVD · CASSELBERRY, FL · 32707

Phone

(407) 613-5099

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator