· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ESAIC INC DBA EASTERN SHORE ASSOCIATES — EASTERN SHORE ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717102002NAL0000159568001
ESAIC INC DBA EASTERN SHORE ASSOCIATES
Form 5500-SF
FILING_RECEIVED
EASTERN SHORE ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
67
Accounts w/ balance
60
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ESAIC INC DBA EASTERN SHORE ASSOCIATES
.
Find decision makers
Plan sponsor
Name
ESAIC INC DBA EASTERN SHORE ASSOCIATES
EIN
16-1265337
Address
101 CAYUGA STREET, PO BOX 480 · FULTON, NY · 13069
Phone
(315) 598-6000
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
DAVID CHRISTY INSURANCE, INC.
DAVID CHRISTY INSURANCE, INC. 401K PLAN
$5.0M · 13 participants
RCM CONSULTANTS, INC.
MOCKENHAUPT 401(K) PROFIT SHARING PLAN
$5.0M · 9 participants
KNIGHT INSURANCE AGENCY, INC.
THE KNIGHT INSURANCE AGENCY, INC. RETIREMENT SAVINGS PLAN
$5.0M · 45 participants
JIM SPACHMAN STATE FARM AGENCY
JIM SPACHMAN STATE FARM AGENCY RETIREMENT PLAN
$5.0M · 10 participants
DECISELY INSURANCE SERVICES LLC
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.0M · 107 participants
COMEGYS INSURANCE AGENCY, INC.
COMEGYS INSURANCE AGENCY, INC. 401(K) PLAN
$5.0M · 49 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
