· 2022–2024 · DOL EFAST2

The Griffith Agency, Inc. — The Griffith Agency, Form 5500 (2025)

Original filing (PDF)20260624190430NAL0006624483001

The Griffith Agency, Inc.

Form 5500-SF

FILING_RECEIVED

The Griffith Agency, Inc. Pension Plan

Defined-contribution retirement plan · The Griffith Agency, Inc.'s The Griffith Agency, Inc. Pension Plan held $1.8M in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE GRIFFITH AGENCY, INC.

EIN

13-2633692all filings

Address

59 EAST CENTRAL AVENUE · PEARL RIVER, NY · 10965

Phone

(845) 735-4800

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-24

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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