Original filing (PDF)20251009160150NAL0006868545001

JENNIFER OBRIEN INSURANCE AGENCY INC

Name: JENNIFER OBRIEN INSURANCE AGENCY INC — JENNIFER O'BRIEN INSURANCE AGENCY INC 401(K) PLAN, Form 5500 (2024)
Creator: JENNIFER OBRIEN INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

JENNIFER O'BRIEN INSURANCE AGENCY INC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

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 (20th 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 JENNIFER OBRIEN INSURANCE AGENCY INC.

Plan sponsor

Name

JENNIFER OBRIEN INSURANCE AGENCY INC

EIN

84-3463809all filings

Address

550 SMITHTOWN BYPASS · 2ND FL SUITE 114 · SMITHTOWN, NY · 11787

Phone

(631) 724-0002

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator