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SELF-INSURERS SECURITY FUND — SELF-INSURERS SECURITY FUND 401 (K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250918181613NAL0002058224001
SELF-INSURERS SECURITY FUND
Form 5500-SF
FILING_RECEIVED
SELF-INSURERS SECURITY FUND 401 (K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
SELF-INSURERS SECURITY FUND
.
Find decision makers
Plan sponsor
Name
SELF-INSURERS SECURITY FUND
EIN
68-0049924
Address
555 12TH STREET, SUITE 600 · OAKLAND, CA · 94607
Phone
(925) 627-1303
Industry
Other Services (ex. Public Admin)
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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POWERHOUSE CONTROLS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 12 participants
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TRI UNIVERSAL INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 14 participants
RD HENCKEL, INC.
RD HENCKEL, INC. 401(K) PLAN
$1.1M · 104 participants
HOUMA VALVE SERVICE, INC.
HOUMA VALVE SERVICE, INC. PROFIT SHARING 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 12 participants
DANIELS CHAPEL OF THE ROSES FUNERAL HOME & CREMATORY, INC.
DANIELS CHAPEL OF THE ROSES 401(K) PLAN
$1.0M · 9 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
