· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BENNETT INSURANCE AGENCY, INC. — BENNETT INSURANCE AGENCY, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718134157NAL0002808768001
BENNETT INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
BENNETT INSURANCE AGENCY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
BENNETT INSURANCE AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
BENNETT INSURANCE AGENCY, INC.
EIN
46-3937182
Address
2150 S. DUPONT HIGHWAY · CAMDEN, DE · 19934
Phone
(302) 697-2650
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-07-18
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)
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
EDUCATORS INSURANCE SOLUTIONS
EDUCATORS INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 3 participants
NATIONS HOLDING COMPANY
NATIONS INSURANCE COMPANY RETIREMENT PLAN
$1.0M · 12 participants
SCOTT DAVIDSON INS AGENCY INC
DAVIDSON INS AGENCY INC 401(K) PLAN
$1.0M · 12 participants
JULIA M. MANTOVI AGENCY, INC.
JULIA M. MANTOVI AGENCY, INC. 401(K) PROFIT SHARING PLAN
$1.0M · 7 participants
NILAND GROUP, LLC
NILAND GROUP, LLC 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.
$1.0M · 13 participants
A.L. HOWES INSURANCE AGENCY, INC.
A.L. HOWES INSURANCE AGENCY, INC. 401K PLAN
$1.0M · 21 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants
