Plan profile · 2023
INSURANCE OFFICE OF AMERICA, INC.
INSURANCE OFFICE OF AMERICA 401(K) PLAN · –
Sponsor contact
Address1855 WEST STATE ROAD 434, LONGWOOD
State / ZIPFL 32750
Phone4077883000
EIN / Plan #592472656 / 001
Plan health
Assets (EOY)$70M
Participants1,174
Avg balance$59k
Employer contrib$2M
Distributions$6M
Red flags
Delinquent contribs$226k
Fidelity bond$500k
Bond adequate?yes
AuditorCARR, RIGGS, AND INGRAM LLC
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC. | 382722519 | $46k |