Original filing (PDF)20251009084011NAL0015019890001

BORRELLI PARTNERS INSURANCE AGENCY

Name: BORRELLI PARTNERS INSURANCE AGENCY — BORRELLI PARTNERS INSURANCE AGENCY 401K PSP, Form 5500 (2024)
Creator: BORRELLI PARTNERS INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

BORRELLI PARTNERS INSURANCE AGENCY 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan health score

Above-average plan

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.

Decision-maker contacts

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

Plan sponsor

Name

BORRELLI PARTNERS INSURANCE AGENCY

EIN

81-2442975all filings

Address

287 BOWMAN AVE · PURCHASE, NY · 10577

Phone

(914) 939-7900

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator