· 2022–2024 · DOL EFAST2

Fairmont Insurance Brokers LLC — Fairmont Insurance, Form 5500 (2025)

Original filing (PDF)20260721051723NAL0014821090001

Fairmont Insurance Brokers LLC

Form 5500-SF

FILING_RECEIVED

Fairmont Insurance Brokers 401(k) Plan

401(k) retirement plan · Fairmont Insurance Brokers LLC's Fairmont Insurance Brokers 401(k) Plan held $2.8M in plan assets for 103 participants in 2025.

Active participants

103

Accounts w/ balance

46

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score

Above-average plan

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

92

Total plan cost

n/a

Plan health

22

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FAIRMONT INSURANCE BROKERS LLC

EIN

27-1886555all filings

Address

1600 60TH STREET · BROOKLYN, NY · 11204

Phone

(718) 232-3300

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

2026-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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