Original filing (PDF)20250630124622NAL0016388944005

FORZA INSURANCE SERVICES, LLC

Name: FORZA INSURANCE SERVICES, LLC — FORZA INSURANCE SERVICES, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: FORZA INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

FORZA INSURANCE SERVICES, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$990K

Net assets (EOY)

$990K

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 FORZA INSURANCE SERVICES, LLC.

Plan sponsor

Name

FORZA INSURANCE SERVICES, LLC

EIN

88-0817418

Address

2025 ZUMBEHL ROAD · 206 · ST. CHARLES, MO · 63303

Phone

(850) 364-1126

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

BREWSTER FINANCIAL PLANNING LL

BREWSTER FINANCIAL PLANNING LL 401(K) PROFIT SHARING PLAN & TRUST

$990K · 4 participants

AV METRICS LLC

AV METRICS LLC 401(K) PROFIT SHARING PLAN & TRUST

$989K · 8 participants

PRODRIVE TECHNOLOGIES INC

PRODRIVE TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST

$989K · 52 participants

GREAT PLAINS TECHNICAL SERVICES

GREAT PLAINS TECHNICAL SERVICES 401K PS PLAN

$989K · 7 participants

FRONTLINE GRAPHICS, INC.