How big is Insurance Brokers West Inc.'s plan?

Insurance Brokers West Inc.'s plan reported $686K in assets and 26 participants for 2024.

Original filing (PDF)20251008132224NAL0003036307001

Insurance Brokers West Inc.

Name: Insurance Brokers West Inc. — Form 5500 (2024)
Creator: Insurance Brokers West Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Insurance Brokers West Inc. held $686K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$686K

Net assets (EOY)

$686K

People on this filing

Daniel Groff signed Insurance Brokers West Inc.'s 2024 Form 5500 as plan administrator.

Daniel Groff — 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

Insurance Brokers West Inc.'s EIN is 71-1043440.

EIN 71-1043440

Plan number 001

Plan year 2024

ACK ID 20251008132224NAL0003036307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insurance Brokers West Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insurance Brokers West Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

INSURANCE BROKERS WEST INC

EIN

all filings

Address

233 E HIGH STREET · SUITE 200 · MOORPARK, CA · 93021

Phone

(805) 299-2150

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-08

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

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