Original filing (PDF)20250704150334NAL0000542579001

ALLIANCE INSURANCE OF SARASOTA, INC

Name: ALLIANCE INSURANCE OF SARASOTA, INC — ALLIANCE INSURANCE OF SARASOTA, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ALLIANCE INSURANCE OF SARASOTA, INC

Form 5500-SF

FILING_RECEIVED

ALLIANCE INSURANCE OF SARASOTA, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$453K

Net assets (EOY)

$453K

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 ALLIANCE INSURANCE OF SARASOTA, INC.

Plan sponsor

Name

ALLIANCE INSURANCE OF SARASOTA, INC

EIN

87-0766257

Address

2511 BEE RIDGE ROAD · SARASOTA, FL · 34239

Phone

(941) 921-6000

Industry

Finance & Insurancesee all

Plan administrator