Original filing (PDF)20250408092942NAL0011043635001

MACKOUL RISK SOLUTIONS, LLC

Name: MACKOUL RISK SOLUTIONS, LLC — MACKOUL RISK SOLUTIONS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MACKOUL RISK SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

MACKOUL RISK SOLUTIONS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

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 MACKOUL RISK SOLUTIONS, LLC.

Plan sponsor

Name

MACKOUL RISK SOLUTIONS, LLC

EIN

47-4313519

Address

214 W PARK AVE · SUITE 2 · LONG BEACH, NY · 115613212

Phone

(516) 431-9100

Industry

Insurance Agencies & Brokerages· 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

2025-04-08

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

FBMC BENEFITS MANAGEMENT, INC.

FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN

$11.0M · 84 participants

BODY BORNEMAN LIMITED

BODY BORNEMAN LIMITED 401(K) PROFIT SHARING PLAN

$11.0M · 40 participants

MALLOY IMRIE & VASCONI INSURANCE SERVICES LLC

MALLOY IMRIE & VASCONI INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN

$10.9M · 46 participants

DEXTER & COMPANY

DEXTER & COMPANY 401(K) SAVINGS PLAN

$11.0M · 70 participants

KLINNER INSURANCE, INC.