NEILL & NEILL INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
73
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEILL & NEILL INSURANCE AGENCY, INC..
Plan sponsor
Name
NEILL & NEILL INSURANCE AGENCY, INC.
EIN
04-2302541
Address
224 LONGHILL STREET · SPRINGFIELD, MA · 01108
Phone
(413) 732-4137
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-11-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
