Original filing (PDF)20250724093038NAL0010979746001

CITY & SHIRE INSURANCE AGENCY, INC

Name: CITY & SHIRE INSURANCE AGENCY, INC — CITY & SHIRE INSURANCE AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: CITY & SHIRE INSURANCE AGENCY, INC

Form 5500-SF

FILING_RECEIVED

CITY & SHIRE INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

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.

Decision-maker contacts

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

Plan sponsor

Name

CITY & SHIRE INSURANCE AGENCY, INC

EIN

83-0704788all filings

Address

1 JOHN STREET PO BOX 513 · MILLERTON, NY · 12546

Phone

(518) 592-1293

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator