Original filing (PDF)20250812070030NAL0009540640001

TESTA BROTHERS LTD

Name: TESTA BROTHERS LTD — Form 5500 (2024)
Creator: TESTA BROTHERS LTD

Form 5500-SF

FILING_RECEIVED

TESTA BROTHERS LTD

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TESTA BROTHERS LTD.

Plan sponsor

Name

TESTA BROTHERS LTD

EIN

11-2246775all filings

Address

558 PORTION RD. · RONKONKOMA, NY · 11779

Phone

(516) 782-4144

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JONES FAMILY INSURANCE AGENCY INC.

JONES FAMILY INSURANCE AGENCY INC. 401(K) PLAN & TRUST

$9K · 4 participants

ASSURANCE LAND TITLE INC

ASSURANCE LAND TITLE INC - 401(K)

$9K · 4 participants

ANGEL LAKE INSURANCE & FINANCIAL SVCS. INC.

ANGEL LAKE INSURANCE & FINANCIAL SVCS 401(K)

$9K · 5 participants

RYAN WAGNER STATE FARM

RYAN WAGNER STATE FARM 401(K) PROFIT SHARING PLAN & TRUST

$9K · 3 participants

TRAVIS GILDAY INS AGENCY INC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.