Original filing (PDF)20250529140039NAL0013622128001

GARYS INSURANCE AGENCY LLC

Name: GARYS INSURANCE AGENCY LLC — GARYS INSURANCE AGENCY LLC 401(K), Form 5500 (2024)
Creator: GARYS INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

GARYS INSURANCE AGENCY LLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

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 (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

GARYS INSURANCE AGENCY LLC

EIN

22-3706361all filings

Address

610 -618 · LINDEN, NJ · 07036

Phone

(908) 583-8472

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

2025-05-29

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

SED POCHE INSURANCE AGENCY

SED POCHE INSURANCE AGENCY 401(K) PLAN

$295K · 4 participants

HOWE BENEFITS CORP

HOWE BENEFITS CORP 401K PROFIT SHARING PLAN & TRUST

$295K · 5 participants

THE BACHAN GROUP, LLC

THE BACHAN GROUP, LLC 401(K) PLAN

$295K · 4 participants

COVERAGE DIRECT, INC.

COVERAGE DIRECT, INC. 401(K) PLAN

$295K · 10 participants

DAVID M. PINHEIRO INSURANCE AGENCY, INC.

DAVID M. PINHEIRO INSURANCE AGENCY, INC. CASH BALANCE PLAN & TRUST

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