· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NOTTINGHAM AGENCY, INC. — NOTTINGHAM AGENCY, INC. SAFE HARBOR 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250908175321NAL0041978514001
NOTTINGHAM AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
NOTTINGHAM AGENCY, INC. SAFE HARBOR 401K PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
56
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NOTTINGHAM AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
NOTTINGHAM AGENCY, INC.
EIN
22-1920042
Address
2277 ROUTE 33, SUITE 404 · HAMILTON SQUARE, NJ · 08690
Phone
(609) 587-1600
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
NOTTINGHAM AGENCY, INC.
EIN
22-1920042
City
HAMILTON SQUARE, NJ
Phone
(609) 587-1600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
STACY HERING ASTOR AND ASSOCIATES, INC
STACY HERING ASTOR AND ASSOCIATES, INC 401(K) PROFIT SHARING PLAN
$5.3M · 4 participants
3 MARK FINANCIAL, INC.
3 MARK FINANCIAL, INC. SALARY REDUCTION PROFIT SHARING PLAN
$5.3M · 27 participants
MARK LEE LIBBY
MARK LEE LIBBY PROFIT SHARING PLAN
$5.3M · 2 participants
ALLIED INSURANCE MANAGERS, INC.
ALLIED INSURANCE MANAGERS, INC. PROFIT SHARING RETIREMENT TRUST
$5.3M · 31 participants
ROCCO ENGLISH AGENCY
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROCCO ENGLISH AGENCY 401(K) PLAN
$5.3M · 24 participants
R MARSHALL JONES INC
R. MARSHALL JONES, INC., 401(K) PROFIT SHARING PLAN
$5.3M · 1 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
