WILLSON REINSURANCE INTERMEDIARIES, INC. 401(K) PSP
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$125K
Net assets (EOY)
$125K
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
76
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 WILLSON REINSURANCE INTERMEDIARIES, INC..
Plan sponsor
Name
WILLSON REINSURANCE INTERMEDIARIES, INC.
EIN
04-3633776
Address
2683 VIA DE LA VALLE, G # 517 · DEL MAR, CA · 92014
Phone
(310) 990-9453
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
2025-07-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
