Original filing (PDF)20250717173744NAL0000375747001

GARRETT/MOSIER INSURANCE SERVICES, INC.

Name: GARRETT/MOSIER INSURANCE SERVICES, INC. — GARRETT/MOSIER INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GARRETT/MOSIER INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

GARRETT/MOSIER INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 GARRETT/MOSIER INSURANCE SERVICES, INC..

Plan sponsor

Name

GARRETT/MOSIER INSURANCE SERVICES, INC.

EIN

33-0717089

Address

6201 OAK CANYON, SUITE 100 · IRVINE, CA · 92618

Phone

(949) 559-3361

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MONTANA HEALTH COOPERATIVE

MOUNTAIN HEALTH COOPERATIVE 401(K) PLAN

$4.1M · 38 participants

RMG SPECIALTY UNDERWRITERS, LLC

RMG SPECIALTY UNDERWRITERS, LLC 401(K) PLAN

$4.1M · 1 participants

WYSH LLC DBA WYSH

WYSH 401(K) PLAN

$4.2M · 55 participants

LOYAL CHRISTIAN BENEFIT ASSOCIATION

LOYAL CHRISTIAN BENEFIT ASSOCIATION 401(K) PLAN

$4.2M · 23 participants

KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION

KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 401(K) SAFE HARBOR PLAN TRUST