JIMMY DORIAN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score
89
/ 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
62
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIMMY DORIAN INSURANCE AGENCY, INC..
Plan sponsor
Name
JIMMY DORIAN INSURANCE AGENCY, INC.
EIN
57-1174195
Address
25115 AVENUE STANFORD, SUITE B-118 · VALENCIA, CA · 91355
Phone
(661) 702-0882
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
