Original filing (PDF)20250428102314NAL0012179329001

FRANK RAFFONE INSURANCE AGENCY INC.

Name: FRANK RAFFONE INSURANCE AGENCY INC. — FRANK RAFFONE INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: FRANK RAFFONE INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

FRANK RAFFONE INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANK RAFFONE INSURANCE AGENCY INC..

Plan sponsor

Name

FRANK RAFFONE INSURANCE AGENCY INC.

EIN

47-1994109all filings

Address

4940 NESCONSET HIGHWAY · PORT JEFF STATION, NY · 11776

Phone

(631) 928-9232

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator