· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
A PLUS INSURANCE SERVICE, INC DBA APPLE CHOICE INSURANCE SERVICES — A PLUS INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731194251NAL0006466017001
A PLUS INSURANCE SERVICE, INC DBA APPLE CHOICE INSURANCE SERVICES
Form 5500-SF
FILING_RECEIVED
A PLUS INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
A PLUS INSURANCE SERVICE, INC DBA APPLE CHOICE INSURANCE SERVICES
.
Find decision makers
Plan sponsor
Name
A PLUS INSURANCE SERVICE, INC DBA APPLE CHOICE INSURANCE SERVICES
EIN
47-1091301
Address
944 E GARVEY AVE · MONTEREY PARK, CA · 91755
Phone
(626) 203-8200
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
2025-07-31
Pension benefit codes
1A · Pay-related DB formula
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
QUIRK & COMPANY
QUIRK & COMPANY RETIREMENT SAVINGS PLAN
$1.8M · 18 participants
MOUNT FRANKLIN INSURANCE AGENCY, L.L.C.
MOUNT FRANKLIN INSURANCE AGENCY, L.L.C. 401(K) PROFIT SHARING PLAN
$1.8M · 18 participants
ALFORD AND ASSOCIATES INSURANCE SERVICES, LLC
ALFORD & ASSOCIATES CASH BALANCE PLAN
$1.8M · 13 participants
FIRM INSURANCE AGENCY LLC
FIRM INSURANCE AGENCY LLC 401(K) PLAN
$1.8M · 5 participants
A & A HOLDINGS, LLC
A & A HOLDINGS, LLC CASH BALANCE PENSION PLAN
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.
$1.8M · 14 participants
JOHN FREEZE, INC. DBA COMPASS INSURANCE GROUP
COMPASS INSURANCE GROUP 401(K) PROFIT SHARING PLAN
$1.8M · 12 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
