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GOOD DEAL INSURANCE SERVICES — KCAL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010124046NAL0004246931001
GOOD DEAL INSURANCE SERVICES
Form 5500-SF
FILING_RECEIVED
KCAL RETIREMENT PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
99
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GOOD DEAL INSURANCE SERVICES
.
Find decision makers
Plan sponsor
Name
GOOD DEAL INSURANCE SERVICES
EIN
46-1845755
Address
2048 S. HACIENDA BLVD., · HACIENDA HEIGHTS, CA · 91745
Phone
(626) 369-8818
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
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.
Service providers (Schedule C)
Small plans don't disclose service providers
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PANORAMA INSURANCE ASSOCIATES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
PANORAMA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
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RICHARD C. DAVIS
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$6.1M · 3 participants
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