· 2022–2024 · DOL EFAST2

Fairmont Insurance Brokers, Ltd. — Fairmont Insuranc, Form 5500 (2022)

Original filing (PDF)20230710145708NAL0019051089001

Fairmont Insurance Brokers, Ltd.

Form 5500-SF

FILING_RECEIVED

Fairmont Insurance Brokers 401(k) Plan

401(k) retirement plan · Fairmont Insurance Brokers, Ltd.'s Fairmont Insurance Brokers 401(k) Plan held $1.3M in plan assets for 89 participants in 2022.

Active participants

89

Accounts w/ balance

37

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

Above-average plan

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

13

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

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 FAIRMONT INSURANCE BROKERS, LTD..

Plan sponsor

Name

FAIRMONT INSURANCE BROKERS, LTD.

EIN

11-2696860all filings

Address

1600 60TH STREET · BROOKLYN, NY · 11204

Phone

(718) 232-3300

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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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