How big is Jeffrey A. Perry Insurance & Financial Services,'s plan?

Jeffrey A. Perry Insurance & Financial Services,'s plan reported $3.4M in assets and 6 participants for 2025.

Original filing (PDF)20260305163450NAL0002687267001

Jeffrey A. Perry Insurance & Financial Services,

Name: Jeffrey A. Perry Insurance & Financial Services, — Form 5500 Plan 001 (2025)
Creator: Jeffrey A. Perry Insurance & Financial Services,
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry Financal Network 401 (K) Profit Sharing Plan & Trust

401(k) retirement plan · Jeffrey A. Perry Insurance & Financial Services,'s Perry Financal Network 401 (K) Profit Sharing Plan & Trust held $3.4M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Jeffrey Perry signed Jeffrey A. Perry Insurance & Financial Services,'s 2025 Form 5500 as plan administrator.

Jeffrey Perry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey A. Perry Insurance & Financial Services,'s EIN is 68-0501383.

EIN 68-0501383

Plan number 001

Plan year 2025

ACK ID 20260305163450NAL0002687267001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeffrey A. Perry Insurance & Financial Services, from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeffrey A. Perry Insurance & Financial Services,'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY A. PERRY INSURANCE & FINANCIAL SERVICES,.

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

JEFFREY A. PERRY INSURANCE & FINANCIAL SERVICES,

EIN

all filings

Address

13405 FOLSOM BLVD., STE. 400 · FOLSOM, CA · 95630

Phone

(916) 293-0100

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator