FINANCIAL STRATEGIES AND INSURANCE, INC. — FINANCIAL STRATEGIES AND INSURANCE, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
FINANCIAL STRATEGIES AND INSURANCE, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
90
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL STRATEGIES AND INSURANCE, INC..
Plan sponsor
Name
FINANCIAL STRATEGIES AND INSURANCE, INC.
EIN
20-2615465
Address
1455 FRAZEE ROAD, SUITE 804 · SAN DIEGO, CA · 92108
Phone
(619) 681-1911
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
