IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
50
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score
86
/ 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
52
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IVONNE WELCH INSURANCE AGENCY, LLC.
Plan sponsor
Name
IVONNE WELCH INSURANCE AGENCY, LLC
EIN
46-0932157
Address
26636 MARGARITA ROAD, SUITE 103 · MURRIETA, CA · 92563
Phone
(951) 777-0644
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
