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TRAINA & TRAINA INSURANCE AGENCY, INC. — TRAINA & TRAINA RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240522163453NAL0008086546001
TRAINA & TRAINA INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
TRAINA & TRAINA RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 6.2 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
TRAINA & TRAINA INSURANCE AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
TRAINA & TRAINA INSURANCE AGENCY, INC.
EIN
04-3197985
Address
44 MAIN STREET · P.O. BOX 489 · STERLING, MA · 01564
Phone
(978) 422-7700
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-05-22
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 6.2 months past the 10.5-month grace window.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$0
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