Original filing (PDF)20251014201525NAL0004842800001

THE FELTNER GROUP

Name: THE FELTNER GROUP — THE FELTNER GROUP 401(K) PLAN, Form 5500 (2024)
Creator: THE FELTNER GROUP

Form 5500-SF

FILING_RECEIVED

THE FELTNER GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FELTNER GROUP.

Plan sponsor

Name

THE FELTNER GROUP

EIN

16-1344671

Address

191 S. UNION STREET · SPENCERPORT, NY · 145591445

Phone

(585) 352-1234

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

STEVE LOVE INSURANCE AGENCY, INC.

STEVE LOVE INSURANCE AGENCY, INC. 401(K) PLAN

$1.4M · 12 participants

MOHAMMED K. GHODS, DBA LEX OPUS

GHODS DEFINED BENEFIT PENSION PLAN

$1.4M · 3 participants

MONTANTI ADVISORY SERVICES, LLC

MONTANTI ADVISORY SERVICES, LLC PROFIT SHARING PLAN

$1.4M · 4 participants

MARTINEAU, MILLER, FRAZIER AGENCY

MARTINEAU, MILLER, FRAZIER AGENCY 401(K) PROFIT SHARING PLAN

$1.4M · 4 participants

FORTIS INSURANCE ASSOCIATES