· 2022–2024 · DOL EFAST2

MARCELO PEREZ INSURANCE AND FI — MARCELO PEREZ INSURANCE AND FI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250818124650NAL0002175968001

MARCELO PEREZ INSURANCE AND FI

Form 5500-SF

FILING_RECEIVED

MARCELO PEREZ INSURANCE AND FI 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

23

Accounts w/ balance

2

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

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

31

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd 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 MARCELO PEREZ INSURANCE AND FI.

Plan sponsor

Name

MARCELO PEREZ INSURANCE AND FI

EIN

83-4099982

Address

2019 N MASON RD STE 103 · KATY, TX · 774493780

Phone

(281) 717-4777

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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