· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
28 INSURANCE AGENCY — 28 INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728135546NAL0004942850001
28 INSURANCE AGENCY
Form 5500-SF
FILING_RECEIVED
28 INSURANCE AGENCY 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
7
Plan assets (EOY)
$133K
Net assets (EOY)
$133K
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
28 INSURANCE AGENCY
.
Find decision makers
Plan sponsor
Name
28 INSURANCE AGENCY
EIN
88-2130276
Address
1490 DRAPER STREET · KINGSBURG, CA · 93631
Phone
(530) 681-1981
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CLEAR POINT CLAIMS, LLC
CLEAR POINT CLAIMS 401(K) PLAN
$133K · 31 participants
M EHRLICH LLC
M EHRLICH LLC 401(K) PROFIT SHARING PLAN & TRUST
$132K · 2 participants
CMF MANAGEMENT LLC
CMF MANAGEMENT LLC
$134K · 2 participants
STERLING INSURANCE CONCEPTS, INC.
STERLING INSURANCE CONCEPTS, INC. PROFIT SHARING PLAN
$131K · 1 participants
FIRST REPORT CLAIMS SERVICES, LLC
FIRST REPORT CLAIMS SERVICES, LLC 401(K) PLAN
$135K · 9 participants
80
Knocking points off
64% 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.
FARIS & COMPANY
FARIS & COMPANY PROFIT SHARING / 401(K) PLAN
$131K · 1 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