Original filing (PDF)20250625092839NAL0007957937001

FREDRICK B. ROBERSON INSURANCE SERVICES, INC.

Name: FREDRICK B. ROBERSON INSURANCE SERVICES, INC. — FREDRICK B. ROBERSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FREDRICK B. ROBERSON INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

FREDRICK B. ROBERSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREDRICK B. ROBERSON INSURANCE SERVICES, INC..

Plan sponsor

Name

FREDRICK B. ROBERSON INSURANCE SERVICES, INC.

EIN

68-0435115

Address

19902 HIRSCH COURT · ANDERSON, CA · 96007

Phone

(530) 365-1009

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

Similar-size Insurance Agencies & Brokerages plans

HUGUENOT-NATIONAL INC

HUGUENOT-NATIONAL INC 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 6 participants

SHIPLEY & ASSOCIATES, INC. DBA SHIPLEY & PEASE INSURANCE

SHIPLEY & PEASE 401(K) PLAN

$1.4M · 3 participants

L.E. GOLDSBOROUGH & SON, INC.

L.E. GOLDSBOROUGH & SON, INC. 401(K) PROFIT SHARING PLAN

$1.4M · 5 participants

MCCASHLAND KIRBY INSURANCE AGENCY, INC.

MCCASHLAND KIRBY 401(K) PROFIT SHARING PLAN

$1.4M · 12 participants

BROKER RESOURCES, INC.