· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRACI HOLLANDER INSURANCE AGENCY INC. — TRACI HOLLANDER INSURANCE AGENCY INC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250424141316NAL0007269217001
TRACI HOLLANDER INSURANCE AGENCY INC.
Form 5500-SF
FILING_RECEIVED
TRACI HOLLANDER INSURANCE AGENCY INC 401K PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
9
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
TRACI HOLLANDER INSURANCE AGENCY INC.
.
Find decision makers
Plan sponsor
Name
TRACI HOLLANDER INSURANCE AGENCY INC.
EIN
20-4904403
Address
556 CASTRO ST. · SAN FRANCISCO, CA · 94114
Phone
(415) 575-3775
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-04-24
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
WHITESIDES & COMPANY
WHITESIDES & COMPANY 401(K) PROFIT SHARING PLAN
$1.9M · 8 participants
SIMON AGENCY NY, INC.
SIMON AGENCY NY, INC. CASH BALANCE PLAN
$1.9M · 34 participants
MIDWEST FINANCIAL GROUP, INC.
MIDWEST FINANCIAL GROUP, INC. 401(K) PLAN
$1.9M · 7 participants
CORNERSTONE INSURANCE SERVICES, LLC
CORNERSTONE INSURANCE SERVICES, LLC RETIREMENT PLAN
$1.9M · 10 participants
PRO INSURANCE AGENCY, INC.
PRO INSURANCE 401(K) PLAN
100
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.
$1.9M · 8 participants
DITSLER INSURANCE, INC.
DITSLER INSURANCE, INC. PENSION PLAN
$1.9M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
