· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE BOND EXCHANGE & INSURANCE AGNCY — THE BOND EXCHANGE & INSURANCE AGENCY 401K, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250521172206NAL0003234704001
THE BOND EXCHANGE & INSURANCE AGNCY
Form 5500-SF
FILING_RECEIVED
THE BOND EXCHANGE & INSURANCE AGENCY 401K
401(k) retirement plan
Active participants
14
Accounts w/ balance
13
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE BOND EXCHANGE & INSURANCE AGNCY
.
Find decision makers
Plan sponsor
Name
THE BOND EXCHANGE & INSURANCE AGNCY
EIN
33-0869750
Address
24800 CHRISANTA DRIVE · SUITE 160 · MISSION VIEJO, CA · 92691
Phone
(800) 764-7233
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-05-21
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
AU NORTH AMERICA, LLC
AU NORTH AMERICA, LLC 401(K) PLAN
$1.2M · 4 participants
FORTIFY GROUP, INC.
FORTIFY GROUP, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 6 participants
WESTGATE - JONES INSURANCE AGENCY, INC.
WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 18 participants
STEIN INSURANCE AGENCY, INC.
STEIN-CARNEY AGENCY, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 10 participants
CREEKSIDE INSURANCE ADVISORS INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CREEKSIDE INSURANCE ADVISORS 401(K) P/S PLAN
$1.2M · 18 participants
MARY CATHERINE ORR
MARY CATHERINE ORR RETIREMENT PLAN
$1.2M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
