Original filing (PDF)20251008094009NAL0013390866001

CAMILO INSURANCE AGENCY, INC.

Name: CAMILO INSURANCE AGENCY, INC. — CAMILO INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: CAMILO INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

CAMILO INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

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.

Decision-maker contacts

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

Plan sponsor

Name

CAMILO INSURANCE AGENCY, INC.

EIN

30-0491527all filings

Address

584 E 187TH STREET · BRONX, NY · 10458

Phone

(347) 271-7166

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

THE REY INSURANCE AGENCY INC.

THE REY INSURANCE AGENCY INC. CASH BALANCE PLAN

$135K · 2 participants

JEFFREY JACKSON INSURANCE AGENCY, INC.

JEFFREY JACKSON INSURANCE AGENCY, INC. RETIREMENT PLAN

$135K · 8 participants

THOMPSON INSURANCE & FINANCIAL SERVICES

THOMPSON INSURANCE & FINANCIAL SERVICES 401(K) PLAN

$135K · 9 participants

SHEA FERRARO STATE FARM AGENCY

SHEA FERRARO STATE FARM AGENCY 401(K) PLAN

$135K · 4 participants

RENEWABLE GUARD

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