How big is Schrimmer-Cavanagh Insurance a's plan?

Schrimmer-Cavanagh Insurance a's plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20250626140846NAL0021589074001

Schrimmer-Cavanagh Insurance a

Name: Schrimmer-Cavanagh Insurance a — Schrimmer-Cavanagh, Form 5500 (2024)
Creator: Schrimmer-Cavanagh Insurance a
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schrimmer-Cavanagh Insurance a 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Schrimmer-Cavanagh Insurance a's Schrimmer-Cavanagh Insurance a 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

JOAN Cavanagh signed Schrimmer-Cavanagh Insurance a's 2024 Form 5500 as plan administrator.

JOAN Cavanagh — 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

Schrimmer-Cavanagh Insurance a's EIN is 33-0514791.

EIN 33-0514791

Plan number 001

Plan year 2024

ACK ID 20250626140846NAL0021589074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schrimmer-Cavanagh Insurance a from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schrimmer-Cavanagh Insurance a's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SCHRIMMER-CAVANAGH INSURANCE A.

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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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SCHRIMMER-CAVANAGH INSURANCE A

EIN

all filings

Address

601 LUNAR AVE STE A · BREA, CA · 928213138

Phone

(714) 256-9600

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator