Original filing (PDF)20250807125126NAL0010972514001

DOWELL INSURANCE AGENCY, INC.

Name: DOWELL INSURANCE AGENCY, INC. — DOWELL INSURANCE AGENCY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: DOWELL INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

DOWELL INSURANCE AGENCY, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$816K

Net assets (EOY)

$816K

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 (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOWELL INSURANCE AGENCY, INC..

Plan sponsor

Name

DOWELL INSURANCE AGENCY, INC.

EIN

22-2128338all filings

Address

102 CHESTNUT RIDGE RD. SUITE 203 · MONTVALE, NJ · 07645

Phone

(201) 794-7705

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

2025-08-07

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

2E · Profit-sharing

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JARED BURNS-COFFIN

JARED BURNS-COFFIN 401(K) PLAN & TRUST

$815K · 8 participants

JAMES A. ROTHBERG & ASSOCIATES, INC.

JAMES A. ROTHBERG & ASSOCIATES, INC. 401(K) PLAN

$815K · 9 participants

THE DOUG KILFOYLE INSURANCE AGENCY, INC.

THE DOUG KILFOYLE INSURANCE AGENCY, INC 401K PLAN

$817K · 5 participants

CREATIVE BENEFITS & INSURANCE

CREATIVE BENEFITS & INSURANCE 401(K) PROFIT SHARING PLAN & TRUST

$817K

USA HEALTH PLANS, INC

USA HEALTH INSURANCE 401(K) PLAN

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