Original filing (PDF)20250515090218NAL0044566002001

BRETT INSURANCE AGENCY INC.

Name: BRETT INSURANCE AGENCY INC. — BRETT INSURANCE AGENCY INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BRETT INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

BRETT INSURANCE AGENCY INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 BRETT INSURANCE AGENCY INC..

Plan sponsor

Name

BRETT INSURANCE AGENCY INC.

EIN

25-1438708

Address

PO BOX 69 · JOHNSTOWN, PA · 159070069

Phone

(814) 535-8649

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

2025-05-15

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

THE WISEMAN AGENCY, INC.

THE WISEMAN AGENCY, INC. EMPLOYEES 401(K) PLAN

$3.3M · 14 participants

WILLIAM R KARSCHNER & SONS

WILLIAM R KARSCHNER & SONS, INC. 401(K) PROFIT SHARING PLAN

$3.3M · 20 participants

RI ASSOCIATION OF INSURANCE AGENTS, INC.

RI ASSOCIATION OF INSURANCE AGENTS, INC. 401(K) PS

$3.3M · 12 participants

SOUTHERN PIONEER PROPERTY AND CASUALTY INSURANCE COMPANY

SOUTHERN PIONEER PROPERTY AND CASUALTY INSURANCE COMPANY 401(K) PROFIT SHARING PLAN

$3.3M · 43 participants