Original filing (PDF)20250509154828NAL0030909442001

BONDEX INSURANCE AGENCY

Name: BONDEX INSURANCE AGENCY — BONDEX 401(K) PLAN, Form 5500 (2024)
Creator: BONDEX INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

BONDEX 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BONDEX INSURANCE AGENCY.

Plan sponsor

Name

BONDEX INSURANCE AGENCY

EIN

45-2785035

Address

30 A VREELAND ROAD - SUITE 120 · PO BOX 6 · FLORHAM PARK, NJ · 07932

Phone

(973) 377-7000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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

ACACIA INSURANCE, INC.

ACACIA INSURANCE, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 7 participants

SALEM CHILD DEVELOPMENT CENTER

SALEM CHILD DEVELOPMENT CENTER RETIREMENT PLAN

$1.1M · 61 participants

KRISE, BROEG & BOUSHELL, LLC

INTANDEM FINANCIAL 401K PLAN

$1.1M · 15 participants

JOHN P. FISCHER INS. AGENCY, INC

JOHN P. FISCHER INS. AGENCY, INC 401(K) PLAN

$1.1M · 20 participants

MASSMUTUAL GREAT LAKES, LLC

MASSMUTUAL GREAT LAKES, LLC, 401(K) PLAN