ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. — THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
THE ALBERT J. MARCHIONNE INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
9
Accounts w/ balance
18
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
Plan health score
98
/ 100
Grade A
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
92
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALBERT J. MARCHIONNE INSURANCE AGENCY, INC..
Plan sponsor
Name
ALBERT J. MARCHIONNE INSURANCE AGENCY, INC.
EIN
04-2510074
Address
11 INDEPENDENCE AVENUE · QUINCY, MA · 02169
Phone
(617) 471-5010
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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.
