Original filing (PDF)20250121145726NAL0002153699001

ROCCO ENGLISH INSURANCE AGENCY, INC.

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

Form 5500-SF

FILING_RECEIVED

ROCCO ENGLISH AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

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 ROCCO ENGLISH INSURANCE AGENCY, INC..

Plan sponsor

Name

ROCCO ENGLISH INSURANCE AGENCY, INC.

EIN

99-1832574

Address

11071 UNIVERSITY BLVD SUITE 100 · ORLANDO, FL · 32817

Phone

(407) 657-7800

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator