Original filing (PDF)20250522110444NAL0004456000001

FIRM INSURANCE AGENCY LLC

Name: FIRM INSURANCE AGENCY LLC — FIRM INSURANCE AGENCY LLC 401(K) PLAN, Form 5500 (2024)
Creator: FIRM INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

FIRM INSURANCE AGENCY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FIRM INSURANCE AGENCY LLC

EIN

16-1521703

Address

5900 N BURDICK STREET · EAST SYRACUSE, NY · 13057

Phone

(315) 656-4114

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

2025-05-22

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MOUNT FRANKLIN INSURANCE AGENCY, L.L.C.

MOUNT FRANKLIN INSURANCE AGENCY, L.L.C. 401(K) PROFIT SHARING PLAN

$1.8M · 18 participants

A PLUS INSURANCE SERVICE, INC DBA APPLE CHOICE INSURANCE SERVICES

A PLUS INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN

$1.8M · 2 participants

QUIRK & COMPANY

QUIRK & COMPANY RETIREMENT SAVINGS PLAN

$1.8M · 18 participants

CLYDE PAUL AGENCY, INC.

CLYDE PAUL AGENCY, INC. 401(K) PLAN

$1.8M · 11 participants

ALFORD AND ASSOCIATES INSURANCE SERVICES, LLC