How big is Pello Agency Corporation's plan?

Pello Agency Corporation's plan reported $234K in assets and 6 participants for 2024.

Original filing (PDF)20250515105803NAL0028999632001

Pello Agency Corporation

Name: Pello Agency Corporation — Pello Agency 401(k) Plan, Form 5500 (2024)
Creator: Pello Agency Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pello Agency 401(k) Plan

401(k) retirement plan · Pello Agency Corporation's Pello Agency 401(k) Plan held $234K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Kristian Champion signed Pello Agency Corporation's 2024 Form 5500 as plan administrator.

Kristian Champion — 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

Pello Agency Corporation's EIN is 81-4078153.

EIN 81-4078153

Plan number 002

Plan year 2024

ACK ID 20250515105803NAL0028999632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pello Agency Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pello Agency Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PELLO AGENCY CORPORATION.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PELLO AGENCY CORPORATION

EIN

all filings

Address

2575 FORTUNE WAY · SUITE B · VISTA, CA · 92081

Phone

(619) 302-8069

Industry

Admin Support & Waste Mgmt

Plan administrator