Original filing (PDF)20250525104932NAL0008232800001

MICHAEL J. DUVAL INSURANCE AGENCY INC.

Name: MICHAEL J. DUVAL INSURANCE AGENCY INC. — MICHAEL J. DUVAL INSURANCE AGENCY INC. 401(K) PLAN, Form 5500 (2024)
Creator: MICHAEL J. DUVAL INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

MICHAEL J. DUVAL INSURANCE AGENCY INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$181K

Net assets (EOY)

$181K

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 MICHAEL J. DUVAL INSURANCE AGENCY INC..

Plan sponsor

Name

MICHAEL J. DUVAL INSURANCE AGENCY INC.

EIN

83-2037219all filings

Address

133 MAIN STREET · PORT WASHINGTON, NY · 11050

Phone

(516) 944-9266

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator