Original filing (PDF)20250425090347NAL0013262208001

ALLAN M. BLOCK AGENCY, INC.

Name: ALLAN M. BLOCK AGENCY, INC. — ALLAN M. BLOCK AGENCY 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: ALLAN M. BLOCK AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

ALLAN M. BLOCK AGENCY 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 ALLAN M. BLOCK AGENCY, INC..

Plan sponsor

Name

ALLAN M. BLOCK AGENCY, INC.

EIN

13-2767608

Address

24 SOUTH BROADWAY · TARRYTOWN, NY · 10591

Phone

(914) 631-4353

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

US. STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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