How big is Teague Financial Insurance Services' plan?

Teague Financial Insurance Services' plan reported $2.9M in assets and 14 participants for 2024.

Original filing (PDF)20250401152416NAL0004437683001

Teague Financial Insurance Services

Name: Teague Financial Insurance Services — Teague Financi, Form 5500 (2024)
Creator: Teague Financial Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Teague Financial Insurance Services, Inc. 401(k) Savings Plan

401(k) retirement plan · Teague Financial Insurance Services' Teague Financial Insurance Services, Inc. 401(k) Savings Plan held $2.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

April Hammett signed Teague Financial Insurance Services' 2024 Form 5500 as plan administrator.

April Hammett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Teague Financial Insurance Services' EIN is 33-0290797.

EIN 33-0290797

Plan number 001

Plan year 2024

ACK ID 20250401152416NAL0004437683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Teague Financial Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Teague Financial Insurance Services' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEAGUE FINANCIAL INSURANCE SERVICES.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

TEAGUE FINANCIAL INSURANCE SERVICES

EIN

all filings

Address

4710 FOURTH STREET, STE 300 · LA MESA, CA · 91941

Phone

(619) 668-1703

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator