GALLANT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
22
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score
84
/ 100
Grade B
Above-average plan
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
44
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GALLANT INSURANCE AGENCY, INC..
Plan sponsor
Name
GALLANT INSURANCE AGENCY, INC.
EIN
04-2473131
Address
199 GREAT ROAD · ACTON, MA · 017205759
Phone
(978) 263-3500
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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.
