Original filing (PDF)20250609121543NAL0010977747001

TIDWELL INSURANCE & FINANCIAL SERVICES, INC.

Name: TIDWELL INSURANCE & FINANCIAL SERVICES, INC. — TIDWELL INSURANCE & FINANCIAL SRVCS 401K PLAN, Form 5500 (2024)
Creator: TIDWELL INSURANCE & FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

TIDWELL INSURANCE & FINANCIAL SRVCS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

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 TIDWELL INSURANCE & FINANCIAL SERVICES, INC..

Plan sponsor

Name

TIDWELL INSURANCE & FINANCIAL SERVICES, INC.

EIN

93-2688315all filings

Address

1601 PARK CENTER DR. · SUITE 11 · ORLANDO, FL · 32835

Phone

(407) 857-0400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator