Original filing (PDF)20251208091748NAL0001966482001

DESMOND BROS., INC.

Name: DESMOND BROS., INC. — DESMOND BROS., INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: DESMOND BROS., INC.

Form 5500-SF

FILING_RECEIVED

DESMOND BROS., INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 DESMOND BROS., INC..

Plan sponsor

Name

DESMOND BROS., INC.

EIN

61-0668991

Address

217 FAIRFIELD AVENUE · BELLEVUE, KY · 410732088

Phone

(859) 491-5100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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