· 2022–2024 · DOL EFAST2

T. GERARD BROWN ASSOCIATES, INC. — T. GERARD BROWN ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250603122831NAL0028544786001

T. GERARD BROWN ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

T. GERARD BROWN ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

2

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

99

/ 100

Grade A

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

97

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T. GERARD BROWN ASSOCIATES, INC..

Plan sponsor

Name

T. GERARD BROWN ASSOCIATES, INC.

EIN

11-3106243

Address

PO BOX 416 · LINDENHURST, NY · 117570416

Phone

(631) 241-2639

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

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

—

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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