Original filing (PDF)20251007082720NAL0002513779001

DECOSTER-WILSON-DUTHIE AGENCY, INC.

Name: DECOSTER-WILSON-DUTHIE AGENCY, INC. — DECOSTER-WILSON-DUTHIE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DECOSTER-WILSON-DUTHIE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

DECOSTER-WILSON-DUTHIE AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 DECOSTER-WILSON-DUTHIE AGENCY, INC..

Plan sponsor

Name

DECOSTER-WILSON-DUTHIE AGENCY, INC.

EIN

22-2232340

Address

157 EAGLE ROCK AVENUE · PO BOX J · ROSELAND, NJ · 07068

Phone

(973) 226-2336

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

2025-10-07

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PHC, INC.

PHC AND AFFILIATES RETIREMENT PLAN

$2.8M · 13 participants

THOMAS P. GALLINA

THOMAS P. GALLINA 401(K) PROFIT SHARING PLAN

$2.8M · 9 participants

DAVIS VANDENBOSSCHE AGENCY

DAVIS-VANDENBOSSCHE AGENCY,INC EMPLOYEE 401(K) PLAN

$2.8M · 15 participants

LIGHTHOUSE AGENCY INC

LIGHTHOUSE AGENCY INC 401(K) PLAN

$2.8M · 46 participants

COLONIAL GENERAL INSURANCE AGE

COLONIAL GENERAL INSURANCE AGE 401(K) PROFIT SHARING PLAN & TRUST