Original filing (PDF)20251015135710NAL0002529299001

BRET CROSS INSURANCE AGENCY

Name: BRET CROSS INSURANCE AGENCY — BRET CROSS INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: BRET CROSS INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

BRET CROSS INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 BRET CROSS INSURANCE AGENCY.

Plan sponsor

Name

BRET CROSS INSURANCE AGENCY

EIN

46-4457342

Address

5401 BUSINESS PARK SOUTH, SUITE 226 · BAKERSFIELD, CA · 93309

Phone

(661) 327-2738

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

PRESTON FINANCIAL LLC DBA PRESTON INVESTMENTS

PRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN

$1.9M · 9 participants

ROSSBACHER INSURANCE SERVICE, INC.

ROSSBACHER INSURANCE SERVICE, INC. 401(K) PLAN

$1.9M · 23 participants

GARY LAGLIA

GARY LAGLIA PROFIT SHARING PLAN

$1.9M · 3 participants

JOHN A. CAMPBELL INSURANCE AGENCY, INC.

JOHN A. CAMPBELL INSURANCE AGENCY, INC. PROFIT SHARING PLAN

$1.9M · 4 participants

GRANITE INSURANCE AGENCY, INC.