Original filing (PDF)20250421220107NAL0006256272075

JOYCE INSURANCE AND FINANCIAL SERVICES LLC

Name: JOYCE INSURANCE AND FINANCIAL SERVICES LLC — JOYCE FINANCIAL AND INSURANCE SERVICES LLC 401(K) PLAN, Form 5500 (2024)
Creator: JOYCE INSURANCE AND FINANCIAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

JOYCE FINANCIAL AND INSURANCE SERVICES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOYCE INSURANCE AND FINANCIAL SERVICES LLC.

Plan sponsor

Name

JOYCE INSURANCE AND FINANCIAL SERVICES LLC

EIN

85-2645315

Address

2135 SPRUCE CREEK CIRCLE W · PORT ORANGE, FL · 32128

Phone

(386) 299-7651

Industry

Finance & Insurancesee all

Plan administrator