· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WIC INSURANCE, INC. — WIC INSURANCE INC. 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250604070149NAL0030863458001
WIC INSURANCE, INC.
Form 5500-SF
FILING_RECEIVED
WIC INSURANCE INC. 401K PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
8
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
WIC INSURANCE, INC.
.
Find decision makers
Plan sponsor
Name
WIC INSURANCE, INC.
EIN
04-2513975
Address
230 SECOND AVENUE · SUITE 105 · WALTHAM, MA · 02451
Phone
(781) 890-0999
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
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
SELECTED GROUP PLANS, INC.
SELECTED GROUP PLANS, INC. DEFINED BENEFIT PENSION PLAN
$3.8M · 2 participants
REUTER & ASSOCIATES, INC.
REUTER & ASSOCIATES, INC. PROFIT SHARING PLAN
$3.8M · 3 participants
LANDMARK INSURANCE & FINANCIAL GROUP, INC.
LANDMARK INSURANCE & FINANCIAL GROUP, INC. 401K PLAN
$3.8M · 19 participants
BRIAN A. GLAESER INSURANCE AGENCY, INC.
BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
$3.8M · 9 participants
TEJ AGENCY, 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TEJ CORPORATION 401(K) PLAN
$3.8M · 36 participants
CAMPBELL INSURANCE AGENCY, INC.
CAMPBELL INSURANCE AGENCY, INC. 401(K) PLAN
$3.8M · 7 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
