Original filing (PDF)20251006154910NAL0002026563001

STATE FARM, BILL FAVARO AGENCY

Name: STATE FARM, BILL FAVARO AGENCY — STATE FARM, BILL FAVARO AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: STATE FARM, BILL FAVARO AGENCY

Form 5500-SF

FILING_RECEIVED

STATE FARM, BILL FAVARO AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Above-average plan

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 (5th 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 STATE FARM, BILL FAVARO AGENCY.

Plan sponsor

Name

STATE FARM, BILL FAVARO AGENCY

EIN

20-3958017

Address

29 MARSHALL ROAD · SUITE 3C · WAPPINGERS FALLS, NY · 12590

Phone

(914) 213-0967

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

GREATER LEXINGTON INSURANCE AGENCY

GREATER LEXINGTON INSURANCE AGENCY CBS BENEFIT PLAN

$4K · 5 participants

TUERE LLC

TUERE 401(K) PLAN

$4K · 10 participants

LIFE WITHOUT WORRIES LLC

LIFE WITHOUT WORRIES LLC 401K PROFIT SHARING PLAN

$4K · 20 participants

HENRY GORDON INSURANCE AGENCY LLC

HENRY GORDON INSURANCE AGENCY LLC 401K PLAN

$4K · 6 participants

ARMADA RISK PARTNERS

ARMADA RISK PARTNERS SOCA BENEFIT PLAN

$4K · 13 participants