INSURANCE AGENCIES, INC. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
17
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H. LEVENBAUM INSURANCE AGENCY, INC..
Plan sponsor
Name
H. LEVENBAUM INSURANCE AGENCY, INC.
EIN
04-2944443
Address
1534 DORCHESTER AVENUE · DORCHESTER, MA · 02122
Phone
(617) 825-3900
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
