Original filing (PDF)20250509165503NAL0021850448001

SAGIENT INSURANCE AND FINANCIAL SERVICES, INC.

Name: SAGIENT INSURANCE AND FINANCIAL SERVICES, INC. — SAGIENT 401(K) PLAN, Form 5500 (2024)
Creator: SAGIENT INSURANCE AND FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

SAGIENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 SAGIENT INSURANCE AND FINANCIAL SERVICES, INC..

Plan sponsor

Name

SAGIENT INSURANCE AND FINANCIAL SERVICES, INC.

EIN

81-0919801

Address

8383 WILSHIRE BLVD, STE 600 · BEVERLY HILLS, CA · 90211

Phone

(323) 965-6380

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-05-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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