· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HIGH GROUND INSURANCE SERVICES, INC. — HIGH GROUND INSURANCE SERVICES, INC. 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602092842NAL0017206912001
HIGH GROUND INSURANCE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
HIGH GROUND INSURANCE SERVICES, INC. 401K PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
22
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
HIGH GROUND INSURANCE SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
HIGH GROUND INSURANCE SERVICES, INC.
EIN
20-8202870
Address
2377 CRENSHAW BLVD, STE 304 · TORRANCE, CA · 90501
Phone
(310) 542-4600
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
2025-06-02
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
Related plans
Similar-size Insurance Agencies & Brokerages plans
CHARLES W. WOLFE
CHARLES W. WOLFE PROFIT SHARING PLAN
$2.6M · 7 participants
JAY Z. GERLITZ & ASSOCIATES, INC.
JAY Z. GERLITZ & ASSOCIATES, INC. PROFIT SHARING PLAN
$2.6M · 4 participants
DIRECT ACCESS GROUP BENEFITS INC.
DIRECT ACCESS GROUP BENEFITS INC. PROFIT SHARING PLAN
$2.6M · 2 participants
ALL ATLANTIC BENEFITS, LLC
ALL ATLANTIC BENEFITS 401(K) PLAN
$2.6M · 13 participants
BEVCAP MANAGEMENT LLC
BEVCAP MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
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.
$2.6M · 43 participants
WINE VALLEY INSURANCE SERVICES, INC.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN
$2.6M · 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
