Original filing (PDF)20251014153619NAL0004401584001

SAFED INSURANCE AGENCY, INC.

Name: SAFED INSURANCE AGENCY, INC. — SAFED INSURANCE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAFED INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

SAFED INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

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 SAFED INSURANCE AGENCY, INC..

Plan sponsor

Name

SAFED INSURANCE AGENCY, INC.

EIN

16-1612025all filings

Address

150 ALLENS CREEK RD · SUITE 220 · ROCHESTER, NY · 14618

Phone

(585) 482-9980

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

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

RAILROAD MARKETING INSURANCE

RAILROAD MARKETING INSURANCE 401(K)

$168K · 9 participants

AMERICAN FAMILY MATTERS, LLC

AMERICAN FAMILY MATTERS, LLC 401(K) PLAN

$168K · 16 participants

SERGIO PENA

SERGIO PENA INSURANCE

$168K · 10 participants

AT INC. OF ILLINOIS

ALL NEEDS INSURANCE AGENCY INC 401(K) P/S PLAN

$168K · 1 participants

THE BUCKMAN AGENCY LLC

THE BUCKMAN AGENCY LLC 401(K) PROFIT SHARING PLAN

$168K · 14 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.