· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALEXANDER W. BORAWSKI, INC. — ALEXANDER BORAWSKI INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250421092109NAL0004316240001
ALEXANDER W. BORAWSKI, INC.
Form 5500-SF
FILING_RECEIVED
ALEXANDER BORAWSKI INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
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
ALEXANDER W. BORAWSKI, INC.
.
Find decision makers
Plan sponsor
Name
ALEXANDER W. BORAWSKI, INC.
EIN
04-2222073
Address
88 KING STREET · SUITE B · NORTHAMPTON, MA · 01060
Phone
(413) 586-5011
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
2025-04-21
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
T. J. WOLF INSURANCE AGENCY, INC.
T. J. WOLF INSURANCE AGENCY, INC., 401(K) PROFIT SHARING PLAN
$4.9M · 12 participants
THE PFENNINGER AGENCY, INC.
THE PFENNINGER AGENCY, INC. 401(K) PLAN
$4.9M · 2 participants
KRAMER-WILSON COMPANY
KRAMER-WILSON COMPANY INC. 401(K) PROFIT SHARING PLAN
$4.9M · 19 participants
CURTIS MILLER INSURANCE AGENCY, INC.
CURTIS MILLER INSURANCE AGENCY, INC. SAFE HARBOR 401K PLAN
$4.9M · 11 participants
BENEGRATION, INC.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BENEGRATION 401(K) PROFIT SHARING PLAN
$4.9M · 23 participants
NETWORK TRUCK INSURANCE SERVICES, INC.
NETWORK TRUCK INSURANCE SERVICES, INC. 401(K) PLAN
$4.9M · 29 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
