Original filing (PDF)20250325142323NAL0010258819001

MAXIMUS INSURANCE AGENCY

Name: MAXIMUS INSURANCE AGENCY — MAXIMUS INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: MAXIMUS INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

MAXIMUS INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MAXIMUS INSURANCE AGENCY

EIN

26-2104964

Address

684 BROADWAY · MASSAPEQUA, NY · 11758

Phone

(516) 308-4060

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

2025-03-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

TRAN INSURANCE AND FINANCIAL SERVICES, INC.

TIM TRAN AGENCY 401(K) PLAN

$633K · 11 participants

JNL INSURANCE BROKERAGE CORP

JNL INSURANCE BROKERAGE CORP 401(K) PROFIT SHARING PLAN

$633K · 9 participants

TIM FARLESS STATE FARM AGENCY

TIM FARLESS STATE FARM AGENCY 401K PLAN

$634K · 7 participants

STELLAR INSURANCE AGENCY, LLC

STELLAR INSURANCE AGENCY, LLC 401(K) PLAN

$633K · 8 participants

BEACON WEALTHCARE, LLC

BEACON WEALTHCARE 401(K) PLAN

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