Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSURANCE ADVISORS OF FLORIDA
EIN 51-0601437Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$323K assets
Welfare
0
Participants
9
249 MAITLAND AVE STE 2011 - ALTAMONTE SPRINGS, FL 32701407-748-4480
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $323K assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INSURANCE ADVISORS OF FLORIDA CASH BALANCE PLAN
CashBalance
Assets$284K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INSURANCE ADVISORS OF FLORIDA 401(K) PROFIT SHARING PLAN
401k
Assets$39K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSURANCE ADVISORS OF FLORIDA CASH BALANCE PLAN | CashBalance | $284K | 4 | 2024 | |
| 002 | INSURANCE ADVISORS OF FLORIDA 401(K) PROFIT SHARING PLAN | 401k | $39K | 5 | 2025 |
Retirement plans