· 2022–2024 · DOL EFAST2

MAX J POLLACK & SONS INC. — MAX J POLLACK & SONS INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20251007152232NAL0002573075001

MAX J POLLACK & SONS INC.

Form 5500-SF

FILING_RECEIVED

MAX J POLLACK & SONS INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAX J POLLACK & SONS INC..

Plan sponsor

Name

MAX J POLLACK & SONS INC.

EIN

20-1589002all filings

Address

682 UNION STREET · BROOKLYN, NY · 11215

Phone

(718) 624-1461

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

2025-10-07

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

RENEE HYDE INSURANCE & FINANCIAL SERVICES

RENEE HYDE 401(K) PLAN

$556K · 8 participants

PATRICK DUNNE, JR.

PATRICK DUNNE, JR. PROFIT SHARING PLAN

$556K · 4 participants

CONCORD INSURANCE GROUP, INC.

CONCORD INSURANCE GROUP INC. 401(K) PLAN

$556K · 3 participants

LEO AGENCIES, LLC

LEO AGENCIES, LLC 401(K) PLAN

$557K · 5 participants

COLUMBIA BENEFIT SOLUTIONS, INC.

COLUMBIA BENEFIT SOLUTIONS 401(K) RETIREMENT PLAN

$557K · 3 participants

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