ALLENBROOKE INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score
96
/ 100
Grade A
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
86
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLENBROOKE INSURANCE SERVICES.
Plan sponsor
Name
ALLENBROOKE INSURANCE SERVICES
EIN
33-0695729
Address
1322 SCOTT ST STE 201 · SAN DIEGO, CA · 921063705
Phone
(619) 641-7450
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
