Original filing (PDF)20251008135655NAL0003334099001

CARLOS LUEVANO STATE FARM AGENT PLAN

Name: CARLOS LUEVANO STATE FARM AGENT PLAN — TEAM LUEVANO AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: CARLOS LUEVANO STATE FARM AGENT PLAN

Form 5500-SF

FILING_RECEIVED

TEAM LUEVANO AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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

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 CARLOS LUEVANO STATE FARM AGENT PLAN.

Plan sponsor

Name

CARLOS LUEVANO STATE FARM AGENT PLAN

EIN

82-3338112all filings

Address

3225 FORT WORTH AV · SUITE 170 · DALLAS, TX · 75211

Phone

(915) 256-4315

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator