CITIZENS GENERAL INSURANCE BROKERS INC 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
2
Plan assets (EOY)
$4K
Net assets (EOY)
$4K
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
18
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITIZENS GENERAL INSURANCE BROKERS INC.
Plan sponsor
Name
CITIZENS GENERAL INSURANCE BROKERS INC
EIN
27-4582139
Address
11879 KEMPER ROAD · AUBURN, CA · 95603
Phone
(800) 498-0884
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
SAVEDAY, INC
EIN
47-4977095
City
AUSTIN, TX
Phone
(650) 684-7283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2K · 401(m) arrangement
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
