TAX & FINANCIAL GROUP INSURANCE AGENCY LLC 401(K) PSP
401(k) retirement plan
Active participants
31
Accounts w/ balance
29
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score
85
/ 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
48
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAX & FINANCIAL GROUP INSURANCE AGENCY LLC.
Plan sponsor
Name
TAX & FINANCIAL GROUP INSURANCE AGENCY LLC
EIN
33-0984052
Address
4001 MACARTHUR BLVD. · 3RD FLOOR · NEWPORT BEACH, CA · 92660
Phone
(949) 223-8100
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
