Original filing (PDF)20250704130657NAL0001421473001

EASTERN BROKERAGE INC

Name: EASTERN BROKERAGE INC — EASTERN BROKERAGE INC 401(K) PLAN, Form 5500 (2024)
Creator: EASTERN BROKERAGE INC

Form 5500-SF

FILING_RECEIVED

EASTERN BROKERAGE INC 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 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 EASTERN BROKERAGE INC.

Plan sponsor

Name

EASTERN BROKERAGE INC

EIN

13-3614875

Address

45 KETTLEPOND ROAD · JERICHO, NY · 11753

Phone

(917) 991-8135

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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