How big is David Henry Agency LLC's plan?

David Henry Agency LLC's plan reported $714K in assets and 1 participants for 2024.

Original filing (PDF)20250520083759NAL0004506770001

David Henry Agency LLC

Name: David Henry Agency LLC — David Henry Agency LLC, Form 5500 (2024)
Creator: David Henry Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Henry Agency LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · David Henry Agency LLC's David Henry Agency LLC 401(k) Profit Sharing Plan & Trust held $714K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

People on this filing

David FINK signed David Henry Agency LLC's 2024 Form 5500 as plan administrator.

David FINK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Henry Agency LLC's EIN is 14-1892494.

EIN 14-1892494

Plan number 001

Plan year 2024

ACK ID 20250520083759NAL0004506770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Henry Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Henry Agency LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

DAVID HENRY AGENCY LLC

EIN

all filings

Address

450 SOUTH AVE APT 390 · GARWOOD, NJ · 070271287

Phone

(908) 389-1200

Industry

Professional & Technical Services

Plan administrator