Original filing (PDF)20250723095854NAL0008219666001

AVA D. STEWART INSURANCE AND FINANCIAL SERVICES INC.

Name: AVA D. STEWART INSURANCE AND FINANCIAL SERVICES INC. — AVA D. STEWART INSURANCE AND FINANCIAL SERVICES INC. 401(K) PLAN, Form 5500 (2024)
Creator: AVA D. STEWART INSURANCE AND FINANCIAL SERVICES INC.

Form 5500-SF

FILING_RECEIVED

AVA D. STEWART INSURANCE AND FINANCIAL SERVICES INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

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 AVA D. STEWART INSURANCE AND FINANCIAL SERVICES INC..

Plan sponsor

Name

AVA D. STEWART INSURANCE AND FINANCIAL SERVICES INC.

EIN

87-4568468all filings

Address

11318 MIRAMAR PARKWAY · MIRAMAR, FL · 33025

Phone

(754) 280-5131

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator