· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RITOS GTS INSURANCE CENTER LLC — RITOS GTS INSURANCE CENTER LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250410220201NAL0012167827049
RITOS GTS INSURANCE CENTER LLC
Form 5500-SF
FILING_RECEIVED
RITOS GTS INSURANCE CENTER LLC 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
12
Plan assets (EOY)
$9K
Net assets (EOY)
$9K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RITOS GTS INSURANCE CENTER LLC
.
Find decision makers
Plan sponsor
Name
RITOS GTS INSURANCE CENTER LLC
EIN
81-3640039
Address
195 W ELM AVE · COALINGA, CA · 93210
Phone
(559) 935-8853
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
PARAGON SECURITY GUARD SERVICES
PARAGON SECURITY GUARD SERVICES INC
$9K · 136 participants
ANDREW KU
ANDREW KU 401(K) PROFIT SHARING PLAN & TRUST
$9K · 5 participants
WESTERN ASSET PROTECTION
FORUS 401(K)
$9K · 1 participants
STOERMER INSURANCE BROKERS
STOERMER INSURANCE BROKERS SOCA BENEFIT PLAN
$9K · 7 participants
KY INSURANCE & INVESTMENT GROUP
KY INSURANCE & INVESTMENT GROUP CBS BENEFIT PLAN
$9K · 3 participants
80
Knocking points off
52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GEN3 ADVISOR GROUP, LLC
GEN3 ADVISOR GROUP, LLC 401(K) PLAN
$9K · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
