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PERSONAL INSURANCE FEDERATION — PERSONAL INSURANCE FEDERATION PROFIT SHARING 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250407132307NAL0026843680001
PERSONAL INSURANCE FEDERATION
Form 5500-SF
FILING_RECEIVED
PERSONAL INSURANCE FEDERATION PROFIT SHARING 401K PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
12
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
PERSONAL INSURANCE FEDERATION
.
Find decision makers
Plan sponsor
Name
PERSONAL INSURANCE FEDERATION
EIN
68-0189516
Address
1201 K. STREET, SUITE 950 · SACRAMENTO, CA · 95814
Phone
(916) 442-6646
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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ANDRITSCH ENTERPRISES, L.L.C.
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$1.9M · 4 participants
SODERBERG INSURANCE SERVICES, INC.
SODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN
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GEO. M. STEVENS & SON CO
GEO. M. STEVENS & SON CO 401(K) RETIREMENT PLAN
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AGRI INSURANCE, INC.
AGRI INSURANCE, INC. 401(K) 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.
$1.9M · 11 participants
WHITMAN & SAMUELSON INSURANCE SERVICES, INC.
WHITMAN & SAMUELSON INSURANCE 401(K) PROFIT SHARING PLAN
$1.9M · 4 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
