· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PERRY OLSON STATE FARM — PERRY OLSON STATE FARM 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250422205943NAL0008393760001
PERRY OLSON STATE FARM
Form 5500-SF
FILING_RECEIVED
PERRY OLSON STATE FARM 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
32
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PERRY OLSON STATE FARM
.
Find decision makers
Plan sponsor
Name
PERRY OLSON STATE FARM
EIN
02-0793283
Address
9850 S MARYLAND PARKWAY · SUITE 7 · LAS VEGAS, NV · 89183
Phone
(702) 309-6655
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-04-22
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
BROKER RESOURCES, INC.
BROKER RESOURCES, INC. 401(K) P/S PLAN
$1.4M · 4 participants
MCCASHLAND KIRBY INSURANCE AGENCY, INC.
MCCASHLAND KIRBY 401(K) PROFIT SHARING PLAN
$1.4M · 12 participants
FREDRICK B. ROBERSON INSURANCE SERVICES, INC.
FREDRICK B. ROBERSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 16 participants
HUGUENOT-NATIONAL INC
HUGUENOT-NATIONAL INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 6 participants
SHIPLEY & ASSOCIATES, INC. DBA SHIPLEY & PEASE INSURANCE
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SHIPLEY & PEASE 401(K) PLAN
$1.4M · 3 participants
L.E. GOLDSBOROUGH & SON, INC.
L.E. GOLDSBOROUGH & SON, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 5 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B