How big is Abrams & Associates, Inc.'s plan?

Abrams & Associates, Inc.'s plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260417125720NAL0028592978001

Abrams & Associates, Inc.

Name: Abrams & Associates, Inc. — Abrams & Associates, Form 5500 (2025)
Creator: Abrams & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Abrams & Associates, Inc. Retirement Savings Plan

401(k) retirement plan · Abrams & Associates, Inc.'s Abrams & Associates, Inc. Retirement Savings Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Abrams & Associates, Inc.'s EIN is 03-0502620.

EIN 03-0502620

Plan number 001

Plan year 2025

ACK ID 20260417125720NAL0028592978001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Abrams & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Abrams & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 (90th percentile).

Plan sponsor

Name

ABRAMS & ASSOCIATES, INC.

EIN

all filings

Address

30101 TOWN CENTER DRIVE, SUITE 109 · LAGUNA NIGUEL, CA · 92677

Phone

(949) 429-7000

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator