Original filing (PDF)20250412220603NAL0015580931043

TWIN BRIDGES INSURANCE AGENCY, INC.

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

Form 5500-SF

FILING_RECEIVED

TWIN BRIDGES INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th 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 TWIN BRIDGES INSURANCE AGENCY, INC..

Plan sponsor

Name

TWIN BRIDGES INSURANCE AGENCY, INC.

EIN

45-2379470all filings

Address

1881 WESTERN AVENUE · SUITE 210 · ALBANY, NY · 12203

Phone

(518) 608-5797

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator