Original filing (PDF)20240227220023NAL0012845649010

DAGGETT INSURANCE SOLUTIONS LLC

Name: DAGGETT INSURANCE SOLUTIONS LLC — DAGGETT INSURANCE SOLUTIONS LLC 401(K) PLAN, Form 5500 (2023)
Creator: DAGGETT INSURANCE SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

DAGGETT INSURANCE SOLUTIONS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 DAGGETT INSURANCE SOLUTIONS LLC.

Plan sponsor

Name

DAGGETT INSURANCE SOLUTIONS LLC

EIN

84-4315084

Address

1420 KETTNER BLVD SUITE 100 · SAN DIEGO, CA · 92101

Phone

(619) 708-2074

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-28

Filed

2024-02-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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