· 2022–2024 · DOL EFAST2

EDWARD R. DE FEO AGENCY, INC. — EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250729183241NAL0008431170001

EDWARD R. DE FEO AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

EDWARD R. DE FEO AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$838K

Net assets (EOY)

$838K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EDWARD R. DE FEO AGENCY, INC.

EIN

22-2229731all filings

Address

123 COLUMBIA TPKE STE 101A · FLORHAM PARK, NJ · 079322117

Phone

(973) 822-2229

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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