How big is PIB Insurance Services, Inc.'s plan?

PIB Insurance Services, Inc.'s plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260518130850NAL0000104353001

PIB Insurance Services, Inc.

Name: PIB Insurance Services, Inc. — PIB Insurance, Form 5500 (2025)
Creator: PIB Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PIB Insurance Services, Inc. 401(k) Plan

401(k) retirement plan · PIB Insurance Services, Inc.'s PIB Insurance Services, Inc. 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

PIB Insurance Services, Inc.'s EIN is 46-5241901.

EIN 46-5241901

Plan number 001

Plan year 2025

ACK ID 20260518130850NAL0000104353001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PIB Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PIB Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

PIB INSURANCE SERVICES, INC.

EIN

all filings

Address

13749 RIVERSIDE DRIVE, SUITE 204 · SHERMAN OAKS, CA · 914130248

Phone

(818) 788-7696

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator