Original filing (PDF)20251015114102NAL0002232803001

SCALI.LLC DBA SCALI INSURANCE GROUP

Name: SCALI.LLC DBA SCALI INSURANCE GROUP — SCALI INSURANCE GROUP 401(K), Form 5500 (2024)
Creator: SCALI.LLC DBA SCALI INSURANCE GROUP

Form 5500-SF

FILING_RECEIVED

SCALI INSURANCE GROUP 401(K)

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

140

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCALI.LLC DBA SCALI INSURANCE GROUP.

Plan sponsor

Name

SCALI.LLC DBA SCALI INSURANCE GROUP

EIN

81-0890814

Address

8683 E. VIA DE NEGOCIO · SCOTTSDALE, AZ · 85258

Phone

(602) 818-5398

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

THE FINWAY GROUP

EIN

42-1468222

City

WEST DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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