Original filing (PDF)20250701103426NAL0006689379004

SPRAGUE & KILLEEN, INC.

Name: SPRAGUE & KILLEEN, INC. — SPRAGUE & KILLEEN, INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SPRAGUE & KILLEEN, INC.

Form 5500-SF

FILING_RECEIVED

SPRAGUE & KILLEEN, INC. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPRAGUE & KILLEEN, INC..

Plan sponsor

Name

SPRAGUE & KILLEEN, INC.

EIN

14-1429060

Address

116 CANAL STREET · ELLENVILLE, NY · 12428

Phone

(845) 647-9100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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