Original filing (PDF)20250127080046NAL0011948769001

BOORD-HENNE INSURANCE AGENCY, INC.

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

Form 5500-SF

FILING_RECEIVED

BOORD-HENNE INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 BOORD-HENNE INSURANCE AGENCY, INC..

Plan sponsor

Name

BOORD-HENNE INSURANCE AGENCY, INC.

EIN

31-0669492

Address

915 SOUTH MAIN STREET · ENGLEWOOD, OH · 45322

Phone

(937) 832-4001

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator