Original filing (PDF)20251010112628NAL0004184339001

R.J. OBRIEN INSURANCE AGENCY, INC.

Name: R.J. OBRIEN INSURANCE AGENCY, INC. — R.J. O'BRIEN INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: R.J. OBRIEN INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

R.J. O'BRIEN INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

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.

Decision-maker contacts

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

Plan sponsor

Name

R.J. OBRIEN INSURANCE AGENCY, INC.

EIN

14-1605029all filings

Address

83 BAY STREET · GLENS FALLS, NY · 12801

Phone

(518) 793-5173

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator