Original filing (PDF)20250625102304NAL0018702898001

OWEN COSGROVE AGENCY, INC.

Name: OWEN COSGROVE AGENCY, INC. — OWEN COSGROVE AGENCY INC 401(K) P/S PLAN, Form 5500 (2024)
Creator: OWEN COSGROVE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

OWEN COSGROVE AGENCY INC 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$322K

Net assets (EOY)

$322K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OWEN COSGROVE AGENCY, INC.

EIN

13-4121980all filings

Address

15 N BROADWAY · TARRYTOWN, NY · 10591

Phone

(914) 589-2102

Industry