Original filing (PDF)20251008164732NAL0005835057001

UMANOFF-BOYER AGENCY

Name: UMANOFF-BOYER AGENCY — UMANOFF-BOYER AGENCY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UMANOFF-BOYER AGENCY

Form 5500-SF

FILING_RECEIVED

UMANOFF-BOYER AGENCY PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

UMANOFF-BOYER AGENCY

EIN

84-2929360all filings

Address

151 ATLANTIC AVENUE · LYNBROOK, NY · 11563

Phone

(516) 872-2000

Industry