S&K FINANCIAL AND INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
91
/ 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
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S&K FINANCIAL AND INSURANCE SERVICE, INC..
Plan sponsor
Name
S&K FINANCIAL AND INSURANCE SERVICE, INC.
EIN
45-5471737
Address
734 SILVER SPUR ROAD · SUITE 201 · ROLLING HILLS ESTATE, CA · 90274
