Original filing (PDF)20250506145235NAL0009129969001

THOMAS S. FERRY

Name: THOMAS S. FERRY — THOMAS S. FERRY SAFE HARBOR 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THOMAS S. FERRY

Form 5500-SF

FILING_RECEIVED

THOMAS S. FERRY SAFE HARBOR 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$952K

Net assets (EOY)

$952K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS S. FERRY.

Plan sponsor

Name

THOMAS S. FERRY

EIN

22-3146821all filings

Address

500 CAMPUS DR. · SUITE 300 · FLORHAM PARK, NJ · 07932

Phone

(973) 531-2240

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

2025-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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