· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEONARD INSURANCE AGENCY, INC. — LEONARD INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721101415NAL0001322161002
LEONARD INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
LEONARD INSURANCE AGENCY 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
LEONARD INSURANCE AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
LEONARD INSURANCE AGENCY, INC.
EIN
04-3496504
Address
683 MAIN STREET, SUITE B · OSTERVILLE, MA · 02655
Phone
(508) 428-6921
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
2025-07-21
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
MORRIS FINANCIAL GROUP, INC.
MORRIS FINANCIAL GROUP INC 401(K) PLAN
$1.3M · 10 participants
EDWARD A. GRAVES AGENCY INC.
EDWARD A. GRAVES AGENCY INC. PROFIT SHARING PLAN
$1.3M · 3 participants
MAX TOTAL BENEFITS SOLUTIONS, INC.
MAX TOTAL BENEFITS SOLUTIONS, INC. 401K RETIREMENT PLAN
$1.3M · 3 participants
GREATFLORIDA INSURANCE HOLDING CORP.
GREATFLORIDA INSURANCE HOLDING CORP 401K PROFIT SHARING PLAN
$1.3M · 14 participants
KINDUR SERVICES 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KINDUR SERVICES 401(K) PLAN
$1.3M · 5 participants
JAMES E. TEDDER, JR.
JAMES E. TEDDER, JR. PROFIT SHARING PLAN
$1.3M · 4 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
