Original filing (PDF)20251008191402NAL0005931313001

CONSIDINE & ASSOCIATES, INC.

Name: CONSIDINE & ASSOCIATES, INC. — CONSIDINE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONSIDINE & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

CONSIDINE & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 CONSIDINE & ASSOCIATES, INC..

Plan sponsor

Name

CONSIDINE & ASSOCIATES, INC.

EIN

82-3383419

Address

320 GODDARD, SUITE 150 · IRVINE, CA · 92618

Phone

(949) 716-1170

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MEDICAL INDEMNITY GROUP LLC

MEDICAL INDEMNITY LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 2 participants

LARKIN BENEFIT ADMINISTRATORS DBA THE LARKIN COMPANY

THE LARKIN COMPANY 401(K) PLAN (003)

$1.2M · 132 participants

SECUREONE BENEFIT ADMINISTRATORS, INC.

SECUREONE BENEFIT ADMINISTRATORS, INC. 401(K) PLAN

$1.2M · 16 participants

THREE RIVERS PROVIDER NETWORK, INC.

THREE RIVERS PROVIDER NETWORK 401(K) PLAN

$1.2M · 5 participants

INNOVATIVE TITLE SERVICES, LLC