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INTEGRATED LABOR SOLUTIONS — INTEGRATED LABOR SOLUTIONS RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250610155735NAL0025857888001
INTEGRATED LABOR SOLUTIONS
Form 5500-SF
FILING_RECEIVED
INTEGRATED LABOR SOLUTIONS RETIREMENT TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
34
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
INTEGRATED LABOR SOLUTIONS
.
Find decision makers
Plan sponsor
Name
INTEGRATED LABOR SOLUTIONS
EIN
33-0916214
Address
9620 CHESAPEAKE DR. #203-B · SAN DIEGO, CA · 92123
Phone
(619) 535-6913
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
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
BENEFIT PLAN PARTNERS, LLC
BENEFIT PLAN PARTNERS, LLC DEFINED BENEFIT PENSION PLAN
$1.2M · 3 participants
GEORGE CHADWICK & CO. D/B/A GEORGE CHADWICK INSURANCE
GEORGE CHADWICK INSURANCE RETIREMENT SAVINGS PLAN
$1.2M · 11 participants
NORBERT A. BUTZ INSURANCE AGENCY, INC.
CRAWFORD BUTZ & ASSOC. PROFIT SHARING/ 401(K) PLAN
$1.2M · 16 participants
CHATTERTON INSURANCE, INC.
CHATTERTON INSURANCE, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 5 participants
TEXCAZ TRANSBORDER INSURANCE INTERMEDIARIES, 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.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TEXCAZ TRANSBORDER INSURANCE INTERMEDIARIES, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 8 participants
PARRISH-O'NEILL & ASSOCIATES
PARRISH-O'NIELL & ASSOCIATES 401(K) PLAN
$1.2M · 3 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
