Original filing (PDF)20230710145708NAL0019051089001

FAIRMONT INSURANCE BROKERS, LTD.

Name: FAIRMONT INSURANCE BROKERS, LTD. — FAIRMONT INSURANCE BROKERS 401(K) PLAN, Form 5500 (2022)
Creator: FAIRMONT INSURANCE BROKERS, LTD.

Form 5500-SF

FILING_RECEIVED

FAIRMONT INSURANCE BROKERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAIRMONT INSURANCE BROKERS, LTD..

Plan sponsor

Name

FAIRMONT INSURANCE BROKERS, LTD.

EIN

11-2696860

Address

1600 60TH STREET · BROOKLYN, NY · 11204

Phone

(718) 232-3300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2023-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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