Original filing (PDF)20250428171349NAL0008184675001

MARCEL ROBIN INSURANCE AGENCY INC.

Name: MARCEL ROBIN INSURANCE AGENCY INC. — MARCEL ROBIN 401(K) PLAN, Form 5500 (2024)
Creator: MARCEL ROBIN INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

MARCEL ROBIN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCEL ROBIN INSURANCE AGENCY INC..

Plan sponsor

Name

MARCEL ROBIN INSURANCE AGENCY INC.

EIN

87-4169851

Address

12901 MERRICK BLVD. · JAMAICA, NY · 11434

Phone

(718) 977-3636

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

STEADPOINT INSURANCE GROUP, INC.

STEADPOINT INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN

$2.9M · 45 participants

SKY VISION INSURANCE AGENCY

SKY VISION INSURANCE AGENCY 401K PLAN

$2.9M · 6 participants

UNITED WESTERN INSURANCE BROKERS, INC.

UNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN

$2.9M · 12 participants

THOMAS B. CORSITTO, INC.

THOMAS B. CORSITTO, INC. EMPLOYEES' PROFIT SHARING PLAN

$2.9M · 6 participants

ONE SOURCE WEALTH MANAGEMENT, LLC