· 2022–2024 · DOL EFAST2

Wheatley Agency, Inc. — Wheatley Agency, Form 5500 (2024)

Original filing (PDF)20251008070551NAL0005205585001

Wheatley Agency, Inc.

Form 5500-SF

FILING_RECEIVED

Wheatley Agency, Inc./National Claims Administrators, Inc. 401(k) Savings Plan

401(k) retirement plan · Wheatley Agency, Inc.'s Wheatley Agency, Inc./National Claims Administrators, Inc. 401(k) Savings Plan held $2.3M in plan assets for 6 participants in 2024.

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEATLEY AGENCY, INC..

Plan sponsor

Name

WHEATLEY AGENCY, INC.

EIN

11-2280101all filings

Address

377 OAK STREET · 2ND FLOOR · GARDEN CITY, NY · 11530

Phone

(516) 745-0072

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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 providers

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