Original filing (PDF)20250722052507NAL0002341777001

LABRIE FAMILY AGENCIES

Name: LABRIE FAMILY AGENCIES — LABRIE FAMILY AGENCIES - 401K PLAN, Form 5500 (2024)
Creator: LABRIE FAMILY AGENCIES

Form 5500-SF

FILING_RECEIVED

LABRIE FAMILY AGENCIES - 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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

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 LABRIE FAMILY AGENCIES.

Plan sponsor

Name

LABRIE FAMILY AGENCIES

EIN

87-3393937all filings

Address

104 JOHN ALEX DR · WEST SENECA, NY · 14224

Phone

(716) 655-3070

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

ALISON TAYLOR STATE FARM

ALISON TAYLOR STATE FARM SOCA BENEFIT PLAN

$2K · 3 participants

RYAN BROWN

RYAN BROWN 401(K) PLAN

$2K · 2 participants

LAURIE CINECIO AGENCY

LAURIE CINECIO AGENCY 401(K) PROFIT SHARING PLAN & TRUST

$2K

BETTER BENEFITS FAMILY FINANCIAL

THE BETTER BENEFITS FAMILY GROUP INC 401K

$2K · 2 participants

BLUEGRASS INSURANCE SERVICES LLC

BLUEGRASS INSURANCE SERVICES LLC CBS BENEFIT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.