Original filing (PDF)20241015060339NAL0054967394001

KRISE, BROEG & BOUSHELL, LLC

Name: KRISE, BROEG & BOUSHELL, LLC — INTANDEM FINANCIAL 401K PLAN, Form 5500 (2023)
Creator: KRISE, BROEG & BOUSHELL, LLC

Form 5500-SF

FILING_RECEIVED

INTANDEM FINANCIAL 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 KRISE, BROEG & BOUSHELL, LLC.

Plan sponsor

Name

KRISE, BROEG & BOUSHELL, LLC

EIN

20-8119467

Address

100 STERLING PARKWAY, SUITE 103 · MECHANICSBURG, PA · 17050

Phone

(717) 257-4961

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

MASSMUTUAL GREAT LAKES, LLC

MASSMUTUAL GREAT LAKES, LLC, 401(K) PLAN

$1.1M · 31 participants

KELLEY INSURANCE AGENCY & FINANCIAL

KELLEY INSURANCE 401K PLAN

$1.1M · 9 participants

BONDEX INSURANCE AGENCY

BONDEX 401(K) PLAN

$1.1M · 16 participants

ACACIA INSURANCE, INC.

ACACIA INSURANCE, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 7 participants

KREPPEL TAX ADVISORY GROUP, INC.

KREPPEL TAX ADVISORY GROUP, INC. 401(K) PLAN