Original filing (PDF)20251010111650NAL0018353538001

H&H INSURANCE SERVICES, INC. D/B/A H&H PROFESSIONAL INSURANCE ASSOCIAT

Name: H&H INSURANCE SERVICES, INC. D/B/A H&H PROFESSIONAL INSURANCE ASSOCIAT — H&H PROFESSIONAL INSURANCE ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: H&H INSURANCE SERVICES, INC. D/B/A H&H PROFESSIONAL INSURANCE ASSOCIAT

Form 5500-SF

FILING_RECEIVED

H&H PROFESSIONAL INSURANCE ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 H&H INSURANCE SERVICES, INC. D/B/A H&H PROFESSIONAL INSURANCE ASSOCIAT.

Plan sponsor

Name

H&H INSURANCE SERVICES, INC. D/B/A H&H PROFESSIONAL INSURANCE ASSOCIAT

EIN

81-2507474

Address

477 UNIVERSITY AVE · LOS GATOS, CA · 95032

Phone

(408) 343-8681

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

INSURANCE CENTERS, INC.

INSURANCE CENTERS, INC. 401(K) PLAN

$1.1M · 23 participants

STERLING INSURANCE AGENCY, INC.

STERLING INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 7 participants

PROFESSIONAL FINANCIAL SPECIALISTS, INC.

PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN

$1.1M · 6 participants

FOUR SEASONS INSURANCE AGENCY

FOUR SEASONS INSURANCE INC 401K PROFIT SHARING PLAN AND TRUST

$1.1M · 19 participants

RED HOOK AGENCIES, INC.