Original filing (PDF)20251015174545NAL0005564913001

Ryan Edwards Insurance and Financial Services, Inc.

Name: Ryan Edwards Insurance and Financial Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Ryan Edwards Insurance and Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ryan Edwards Insurance and Financial Services 401(k) Plan

401(k) retirement plan · Ryan Edwards Insurance and Financial Services, Inc.'s Ryan Edwards Insurance and Financial Services 401(k) Plan held $55K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

Plan identifiers

Ryan Edwards Insurance and Financial Services, Inc.'s EIN is 88-1196565.

EIN 88-1196565

Plan number 001

Plan year 2024

ACK ID 20251015174545NAL0005564913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ryan Edwards Insurance and Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ryan Edwards Insurance and Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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