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TOTAL FINANCIAL & INSURANCE SERVICES, INC. — TOTAL FINANCIAL & INSURANCE SERVICES 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231013133733NAL0067315474001
TOTAL FINANCIAL & INSURANCE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
TOTAL FINANCIAL & INSURANCE SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
11
Plan assets (EOY)
$394K
Net assets (EOY)
$394K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
TOTAL FINANCIAL & INSURANCE SERVICES, INC.
.
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Plan sponsor
Name
TOTAL FINANCIAL & INSURANCE SERVICES, INC.
EIN
13-4054908
Address
300 CORPORATE POINTE · SUITE 250 · CULVER CITY, CA · 902309802
Phone
(310) 477-7500
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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SCHULER INSURANCE AGENCY
65
Knocking points off
Only 48% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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