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WESTERN ASSET PROTECTION — FORUS 401(K), Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250808202955NAL0006863424001
WESTERN ASSET PROTECTION
Form 5500-SF
FILING_RECEIVED
FORUS 401(K)
401(k) retirement plan
Active participants
1
Accounts w/ balance
7
Plan assets (EOY)
$9K
Net assets (EOY)
$9K
Plan health score (directional)
89
/ 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
WESTERN ASSET PROTECTION
.
Find decision makers
Plan sponsor
Name
WESTERN ASSET PROTECTION
EIN
86-0451178
Address
4550 E BELL ROAD · BUILDING 3, SUITE 118 · PHOENIX, AZ · 85032
Phone
(800) 955-5353
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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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)
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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