Original filing (PDF)20250402134006NAL0013407280001

BILLY COSTELLO INSURANCE AGENCY INC

Name: BILLY COSTELLO INSURANCE AGENCY INC — BILLY COSTELLO INSURANCE AGENCY INC 401K PLAN, Form 5500 (2024)
Creator: BILLY COSTELLO INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

BILLY COSTELLO INSURANCE AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 BILLY COSTELLO INSURANCE AGENCY INC.

Plan sponsor

Name

BILLY COSTELLO INSURANCE AGENCY INC

EIN

84-2673543all filings

Address

104 N MAIN ST · DEER PARK, WA · 99006

Phone

(509) 939-1426

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator