Original filing (PDF)20251015024739NAL0007717026001

WHITNEY COMMERCIAL INSURANCE ADVISORS LLC

Name: WHITNEY COMMERCIAL INSURANCE ADVISORS LLC — WHITNEY COMMERCIAL INSURANCE ADVISORS LLC 401(K) PLAN, Form 5500 (2024)
Creator: WHITNEY COMMERCIAL INSURANCE ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

WHITNEY COMMERCIAL INSURANCE ADVISORS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th 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 WHITNEY COMMERCIAL INSURANCE ADVISORS LLC.

Plan sponsor

Name

WHITNEY COMMERCIAL INSURANCE ADVISORS LLC

EIN

85-1830166all filings

Address

102 NE 2ND STREET, SUITE 178 · BOCA RATON, FL · 33432

Phone

(561) 210-8715

Industry

Finance & Insurancesee all

Plan administrator