Original filing (PDF)20250701103426NAL0006689379003

JAMES MERONI INSURANCE AGENCY INC.

Name: JAMES MERONI INSURANCE AGENCY INC. — JAMES MERONI INSURANCE AGENCY INC. 401(K) PLAN, Form 5500 (2024)
Creator: JAMES MERONI INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

JAMES MERONI INSURANCE AGENCY INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

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 JAMES MERONI INSURANCE AGENCY INC..

Plan sponsor

Name

JAMES MERONI INSURANCE AGENCY INC.

EIN

88-4342846all filings

Address

5344 CLARK ROAD · SARASOTA, FL · 34233

Phone

(941) 287-8558

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator