· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PATRIOT BENEFIT SOLUTIONS INSU — PATRIOT BENEFIT SOLUTIONS INSU 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240724175820NAL0021143552001
PATRIOT BENEFIT SOLUTIONS INSU
Form 5500-SF
FILING_RECEIVED
PATRIOT BENEFIT SOLUTIONS INSU 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$651K
Net assets (EOY)
$651K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATRIOT BENEFIT SOLUTIONS INSU
.
Find decision makers
Plan sponsor
Name
PATRIOT BENEFIT SOLUTIONS INSU
EIN
46-0570736
Address
17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA · 01845
Phone
(978) 683-1799
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
SAFETY AND ENVIRONMENTAL SOLUTIONS
SAFETY AND ENVIRONMENTAL SOLUTIONS 401(K) PLAN
$651K · 2 participants
MOHAWK INSURANCE SERVICES
MOHAWK INSURANCE SERVICES 401(K) PLAN
$652K · 11 participants
BRECKENRIDGE & KYZAR INSURANCE
BRECKENRIDGE & KYZAR INSURANCE 401(K) PSP
$650K · 4 participants
CROSBY & HENRY, INC.
CROSBY & HENRY, INC. PAY DEFERRAL SAVINGS PLAN
$650K · 12 participants
LANDREAU AGENCY, INC. DBA THE LANDREAU GROUP
LANDREAU AGENCY, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$650K · 2 participants
AMERICAN HERITAGE, LLC DBA AMERICAN HERITAGE CORPORATION
AMERICAN HERITAGE CORPORATION 401(K) PROFIT SHARING PLAN
$650K · 6 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
