· 2022–2024 · DOL EFAST2

Secured Risk Insurance Group Inc. — Secured Risk, Form 5500 (2023)

Original filing (PDF)20240508220200NAL0065783186057

Secured Risk Insurance Group Inc.

Form 5500-SF

FILING_RECEIVED

Secured Risk Insurance Group Inc. 401(k) Plan

401(k) retirement plan · Secured Risk Insurance Group Inc.'s Secured Risk Insurance Group Inc. 401(k) Plan held $288K in plan assets for 4 participants in 2023.

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

Plan health score

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECURED RISK INSURANCE GROUP INC..

Plan sponsor

Name

SECURED RISK INSURANCE GROUP INC.

EIN

35-2340284all filings

Address

6200 SAVOY DRIVE · SUITE 922 · HOUSTON, TX · 77036

Phone

(713) 961-0880

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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