· 2022–2024 · DOL EFAST2

The Colts NECK Agency, LLC — Colts NECK Agency, Form 5500 (2025)

Original filing (PDF)20260715090921NAL0001910771001

The Colts NECK Agency, LLC

Form 5500-SF

FILING_RECEIVED

Colts NECK Agency 401(k) Plan

401(k) retirement plan · The Colts NECK Agency, LLC's Colts NECK Agency 401(k) Plan held $978K in plan assets for 11 participants in 2025.

Active participants

11

Accounts w/ balance

10

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE COLTS NECK AGENCY, LLC

EIN

22-3757085all filings

Address

186 ROUTE 537 · COLTS NECK, NJ · 07722

Phone

(732) 431-4033

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-15

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

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