Original filing (PDF)20250120121758NAL0003790930001

MEL BUTTERFIELD & SON INSURANCE AGE

Name: MEL BUTTERFIELD & SON INSURANCE AGE — MEL BUTTERFIELD & SON INSURANCE AGENCY, INC., Form 5500 (2024)
Creator: MEL BUTTERFIELD & SON INSURANCE AGE

Form 5500-SF

FILING_RECEIVED

MEL BUTTERFIELD & SON INSURANCE AGENCY, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEL BUTTERFIELD & SON INSURANCE AGE.

Plan sponsor

Name

MEL BUTTERFIELD & SON INSURANCE AGE

EIN