How big is Hart Agency's plan?

Hart Agency's plan reported $2.8M in assets and 7 participants for 2024.

Original filing (PDF)20250624130552NAL0009942304001

Hart Agency

Name: Hart Agency — Hart Agency Profit Sharing Plan, Form 5500 (2024)
Creator: Hart Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hart Agency Profit Sharing Plan

401(k) retirement plan · Hart Agency's Hart Agency Profit Sharing Plan held $2.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Joseph G. Santos signed Hart Agency's 2024 Form 5500 as plan administrator.

Joseph G. Santos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hart Agency's EIN is 56-2317704.

EIN 56-2317704

Plan number 001

Plan year 2024

ACK ID 20250624130552NAL0009942304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hart Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hart Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

HART AGENCY

EIN

all filings

Address

P. O. BOX 63 · MARLBOROUGH, MA · 01752

Phone

(508) 272-5804

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-06-24

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

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