Original filing (PDF)20251007183506NAL0011944194001

JB RISK SERVICES, INC.

Name: JB RISK SERVICES, INC. — JB RISK SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JB RISK SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

JB RISK SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JB RISK SERVICES, INC..

Plan sponsor

Name

JB RISK SERVICES, INC.

EIN

46-4132197all filings

Address

6 MICHELLE DRIVE · SHOREHAM, NY · 11786

Phone

(631) 901-2266

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IDAHO HEALTH DATA EXCHANGE

IHDE 401(K) PLAN

$473K · 3 participants

AMERIMAC APPRAISAL MANAGEMENT

AMERIMAC APPRAISAL MANAGEMENT 401(K) PLAN

$475K · 23 participants

AUTO PROTECT USA

AUTO PROTECT USA 401(K) PLAN

$473K · 50 participants

LISA LINDBLOOM

LISA LINDBLOOM CASH BALANCE PLAN

$476K · 7 participants

INSURANCE CONSULTING SERVICES, INC.

INSURANCE CONSULTING SERVICES, INC. 401(K) PLAN

$472K · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.