Sponsor portfolio
RENE J. NEYREY & ASSOCIATES, INC.
EIN 59-3506884Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$1.6M assets
Welfare
1
Participants
4
3000 GULF TO BAY BLVD, SUITE 407 - CLEARWATER, FL 33759727-791-3060
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE NEYREY FINANCIAL GROUP 401 (K) PLAN & TRUST
401k
Assets$1.6M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#003
THE NEYREY FINANCIAL GROUP 401 (K) PLAN & TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE NEYREY FINANCIAL GROUP 401 (K) PLAN & TRUST | 401k | $1.6M | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 003 | THE NEYREY FINANCIAL GROUP 401 (K) PLAN & TRUST | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans