SOUTH BAY HEALTH & INSURANCE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
72
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score
71
/ 100
Grade B
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
92
Total plan cost
n/a
Plan health
13
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH BAY HEALTH & INSURANCE SER.
Plan sponsor
Name
SOUTH BAY HEALTH & INSURANCE SER
EIN
26-0485597
Address
740 BAY BLVD · CHULA VISTA, CA · 91910
Phone
(619) 616-2561
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
