· 2022–2024 · DOL EFAST2

GRANDVIEW BROKERAGE CORPORATION — GRANDVIEW BROKERAGE CORPORATION PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250730181110NAL0002129987001

GRANDVIEW BROKERAGE CORPORATION

Form 5500-SF

FILING_RECEIVED

GRANDVIEW BROKERAGE CORPORATION PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

21

Accounts w/ balance

32

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

85

/ 100

Grade A

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

46

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANDVIEW BROKERAGE CORPORATION.

Plan sponsor

Name

GRANDVIEW BROKERAGE CORPORATION

EIN

27-1873805

Address

1815 65TH STREET · BROOKLYN, NY · 11204

Phone

(718) 333-1155

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

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

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

O'BRIEN INSURANCE AGENCY , INC

O'BRIEN INSURANCE AGENCY , INC CASH BALANCE PLAN

$1.3M · 8 participants

HERBOL INSURANCE AGENCY INC T/A HMM INS AGY

WAGNER GIBLIN INSURANCE AGENCY

$1.3M · 10 participants

LEGACY SOLUTIONS, INC.

LEGACY SOLUTIONS, INC. RETIREMENT PLAN

$1.3M · 4 participants

LEADERS FINANCIAL & INSURANCE SERVICES, LLC

LEADERS FINANCIAL & INSURANCE SERVICES, LLC 401(K) PLAN

$1.3M · 8 participants

NANM LLC 401(K) PROFIT SHARING PLAN & TRUST