Original filing (PDF)20250327101602NAL0029031200001

VOLK INSURANCE GROUP, LLC

Name: VOLK INSURANCE GROUP, LLC — VOLK INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: VOLK INSURANCE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

VOLK INSURANCE 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 VOLK INSURANCE GROUP, LLC.

Plan sponsor

Name

VOLK INSURANCE GROUP, LLC

EIN

46-1060797

Address

440 SOUTH MAIN STREET · MILLTOWN, NJ · 08850

Phone

(732) 257-2212

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INSURANCE SOURCE, INC.

INSURANCE SOURCE, INC. 401(K) PLAN

$1.1M · 8 participants

MICHAEL A CAPUTO

MICHAEL A CAPUTO PROFIT SHARING PLAN

$1.1M · 5 participants

NORTHEAST BEHAVIORAL HEALTH CARE CONSORTIUM

NBHCC 403(B) RETIREMENT SAVINGS PLAN

$1.1M · 8 participants

WEST HARBOR INTELLIGENCE INCORPORATED

WEST HARBOR INTELLIGENCE INCORPORATED 401(K) PLAN

$1.1M · 6 participants

GRIFFING & ASSOCIATES ADMINISTRATORS INC.

GRIFFING & ASSOCIATES ADMINISTRATORS INC. 401K PLAN