· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
J. CLIFTON AVERY AGENCY, LLC. — J. CLIFTON AVERY AGENCY LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729141121NAL0004851344001
J. CLIFTON AVERY AGENCY, LLC.
Form 5500-SF
FILING_RECEIVED
J. CLIFTON AVERY AGENCY LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
42
Accounts w/ balance
43
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
J. CLIFTON AVERY AGENCY, LLC.
.
Find decision makers
Plan sponsor
Name
J. CLIFTON AVERY AGENCY, LLC.
EIN
02-0265875
Address
PO BOX 1510 · WOLFEBORO, NH · 03894
Phone
(603) 569-2515
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
PARISI INSURANCE AGENCY
PARISI INSURANCE AGENCY 401(K) RETIREMENT PLAN
$2.4M · 2 participants
USA HEALTH PLANS, INC
USA HEALTH PLANS INC CASH BALANCE PLAN
$2.4M · 8 participants
DISTEFANO INSURANCE SERVICES, INC.
DISTEFANO INSURANCE SERVICES, INC. 401(K) PLAN
$2.4M · 42 participants
CARMACK INSURANCE, INC.
CARMACK INSURANCE INC 401(K) PLAN
$2.4M · 12 participants
THOMAS PAREE AGENCY, INC. DBA PAREE INSURANCE CENTERS
PAREE INSURANCE CENTER 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 24 participants
LYNNE M. BARNHARDT INSURANCE AGENCY, INC.
LYNNE M. BARNHARDT INSURANCE AGENCY, INC 401(K) PLAN
$2.4M · 9 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
