Original filing (PDF)20250929103435NAL0004972467001

SHORT FAMILY AGENCY & FINANCIAL GROUP, LLC

Name: SHORT FAMILY AGENCY & FINANCIAL GROUP, LLC — SHORT FAMILY AGENCY & FINANCIAL GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: SHORT FAMILY AGENCY & FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

SHORT FAMILY AGENCY & FINANCIAL GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SHORT FAMILY AGENCY & FINANCIAL GROUP, LLC

EIN

83-0505849

Address

999 TABOR ROAD · MORRIS PLAINS, NJ · 07950

Phone

(908) 876-5700

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator