STEVEN G. SEGAL INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
12
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score
91
/ 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
67
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN G. SEGAL INSURANCE AGENCY, INC..
Plan sponsor
Name
STEVEN G. SEGAL INSURANCE AGENCY, INC.
EIN
65-1160808
Address
56B 5TH STREET, SUITE 725 · CARMEL, CA · 93921
Phone
(800) 345-8866
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
