Original filing (PDF)20250813172932NAL0009025409001

UNITED AGENCIES BURBANK INS SVS LLC

Name: UNITED AGENCIES BURBANK INS SVS LLC — UNITED AGENCIES BURBANK INS SVS LLC 401(K) PLAN, Form 5500 (2024)
Creator: UNITED AGENCIES BURBANK INS SVS LLC

Form 5500-SF

FILING_RECEIVED

UNITED AGENCIES BURBANK INS SVS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

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 UNITED AGENCIES BURBANK INS SVS LLC.

Plan sponsor

Name

UNITED AGENCIES BURBANK INS SVS LLC

EIN

45-3797711

Address

PERSONAL AND CONFIDENTIAL 100 N FIR · BURBANK, CA · 915021845

Phone

(818) 295-2211

Industry

Insurance Agencies & Brokerages· 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

2025-08-13

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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