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Original filing (PDF)20240421115137NAL0005151811001
EAMES INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
EAMES INSURANCE PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
87
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAMES INSURANCE AGENCY, INC..
Plan sponsor
Name
EAMES INSURANCE AGENCY, INC.
EIN
04-2469143
Address
62 OLDE KNOLL ROAD · MARION, MA · 02738
Phone
(508) 748-0000
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-21
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.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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