Original filing (PDF)20250925104338NAL0003477059001

KESSLER ALAIR INSURANCE SERVICES, INC.

Name: KESSLER ALAIR INSURANCE SERVICES, INC. — KESSLER ALAIR INSURANCE SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: KESSLER ALAIR INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

KESSLER ALAIR INSURANCE SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KESSLER ALAIR INSURANCE SERVICES, INC..

Plan sponsor

Name

KESSLER ALAIR INSURANCE SERVICES, INC.

EIN

33-0503452

Address

12487 N. MAINSTREET, SUITE 240 · RANCHO CUCAMONGA, CA · 91739

Phone

(909) 931-1500

Industry

Finance & Insurancesee 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

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NATIONAL FARM LIFE INSURANCE CO.

NATIONAL FARM LIFE 401(K) PLAN

$7.3M · 34 participants

ZING HEALTH HOLDINGS, INC.

ZING HEALTH HOLDINGS 401(K) PLAN

$7.2M · 213 participants

THE AMERICAN HOME LIFE INSURANCE COMPANY

THE AMERICAN HOME LIFE INSURANCE COMPANY RETIREMENT PLAN

$7.3M · 21 participants

WARD SERVICES, INC.

WARD SERVICES, INC. 401(K) PLAN

$7.2M · 56 participants

BENE-CARE, INC.

BENE-CARE, INC. 401(K) PROFIT SHARING PLAN

$7.2M · 67 participants