Back to filter
Original filing (PDF)20251013101042NAL0000462403001
A. DAVID RISMAN INSURANCE AGE
Form 5500-SF
FILING_RECEIVED
A.DAVID RISMAN INSURANCE AGENCY INC. 401K PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
45
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A. DAVID RISMAN INSURANCE AGE.
Plan sponsor
Name
A. DAVID RISMAN INSURANCE AGE
EIN
04-3043080
Address
689 FELLSWAY · MEDFORD, MA · 02155
Phone
(781) 396-2116
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
2025-10-13
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)
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
Similar-size Insurance Agencies & Brokerages plans
ELLERBROCK-NORRIS AGENCY, INC.
ELLERBROCK-NORRIS AGENCY, INC. 401(K) PLAN
$5.2M · 47 participants
STRATEGIC CAPITAL LLC
STRATEGIC CAPITAL LLC 401(K) PLAN
$5.2M · 8 participants
KAPLAN FINANCIAL & INSURANCE SERVICES, INC.
KAPLAN FINANCIAL PROFIT SHARING 401K PLAN
$5.2M · 5 participants
HAWTHORNE CAPITAL WEALTH ADVISORS, LLC
HAWTHORNE CAPITAL WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
$5.2M · 15 participants
NEW YORK RHB LLC
NEW YORK RHB LLC 401K PLAN
$5.2M · 93 participants
GEORGE R. STARNES
GEORGE R. STARNES 401(K) RETIREMENT PLAN
$5.2M · 8 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