MATSON INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
18
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKVILLE INSURANCE AGENCY, INC..
Plan sponsor
Name
BROOKVILLE INSURANCE AGENCY, INC.
DBA
MATSON INSURANCE AGENCY
EIN
25-1148196
Address
132 MAIN STREET · BROOKVILLE, PA · 158251213
Phone
(814) 849-5335
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
