Original filing (PDF)20250603052353NAL0010483713001

JORDAN INSURANCE AGENCY INC

Name: JORDAN INSURANCE AGENCY INC — JORDAN INSURANCE AGENCY INC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JORDAN INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

JORDAN INSURANCE AGENCY INC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JORDAN INSURANCE AGENCY INC

EIN

13-4186782all filings

Address

939 MCLEAN AVE · YONKERS, NY · 10704

Phone

(212) 877-2500

Industry