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  2. PEREZ TRADING COMPANY, INC.
Sponsor portfolioTH

PEREZ TRADING COMPANY, INC.

EIN 13-5660405-paper & forest products-Latest filing 2024
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$1.2M premiums
Participants
349
3490 NW 125TH ST - MIAMI, FL 331672412305-769-0761pereztrading.comLinkedIn51-200 employeespaper & forest products
Plans on this EIN
2 filings
#002401k-$20.7M - 144 part#501Fully Insured-$1.2M - 205 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 205 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • AVMED100%
Total $1.2M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUXMAN FINANCIAL SERVS LLC100%
Total $23K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN

401k

Assets$20.7M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEREZ TRADING COMPANY, INC. EMPLOYEE MEDICAL PLAN

Fully Insured - AVMED

Premiums$1.2M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN401k$20.7M1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEREZ TRADING COMPANY, INC. EMPLOYEE MEDICAL PLANFully InsuredAVMED$1.2M2052024
Retirement plans
Welfare plans
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