How big is Nancy Bond & Associates Insurance Services, Inc.'s plan?

Nancy Bond & Associates Insurance Services, Inc.'s plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20250707171645NAL0002131235001

Nancy Bond & Associates Insurance Services, Inc.

Name: Nancy Bond & Associates Insurance Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Nancy Bond & Associates Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nancy Bond Insurance Services 401(k) Profit Sharing Plan

401(k) retirement plan · Nancy Bond & Associates Insurance Services, Inc.'s Nancy Bond Insurance Services 401(k) Profit Sharing Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Nancy Bond & Associates Insurance Services, Inc.'s EIN is 20-0992407.

EIN 20-0992407

Plan number 001

Plan year 2024

ACK ID 20250707171645NAL0002131235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nancy Bond & Associates Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nancy Bond & Associates Insurance Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY BOND & ASSOCIATES INSURANCE SERVICES, INC..

Finding similar companies…

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 (91st percentile).

Plan sponsor

Name

NANCY BOND & ASSOCIATES INSURANCE SERVICES, INC.

EIN

all filings

Address

201 WEST LEMON AVENUE · MONROVIA, CA · 91016

Phone

(626) 599-8559

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator