· 2022–2024 · DOL EFAST2

KINGFISH INSURANCE SERVICES, LLC — KINGFISH INSURANCE SERVICES, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250929150333NAL0027081506001

KINGFISH INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

KINGFISH INSURANCE SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$530K

Net assets (EOY)

$530K

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KINGFISH INSURANCE SERVICES, LLC.

Plan sponsor

Name

KINGFISH INSURANCE SERVICES, LLC

EIN

90-0540174all filings

Address

1180 BRAMPTON PLACE · LAKE MARY, FL · 32746

Phone

(407) 829-4944

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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