How big is Assured & Associates Personal CA's plan?

Assured & Associates Personal CA's plan reported $323K in assets and 40 participants for 2023.

Original filing (PDF)20240524132651NAL0006566273001

Assured & Associates Personal CA

Name: Assured & Associates Personal CA — Assured &, Form 5500 (2023)
Creator: Assured & Associates Personal CA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assured & Associates 401(k) Plan

401(k) retirement plan · Assured & Associates Personal CA's Assured & Associates 401(k) Plan held $323K in plan assets for 40 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

People on this filing

Clifton Harrison signed Assured & Associates Personal CA's 2023 Form 5500 as plan administrator.

Clifton Harrison — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Assured & Associates Personal CA's EIN is 20-1362431.

EIN 20-1362431

Plan number 001

Plan year 2023

ACK ID 20240524132651NAL0006566273001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Assured & Associates Personal CA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Assured & Associates Personal CA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSURED & ASSOCIATES PERSONAL CA.

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Plan health score

Above-average plan

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

Knocking points off