How big is Anneta Insurance Solutions, Inc.'s plan?

Anneta Insurance Solutions, Inc.'s plan reported $188K in assets and 7 participants for 2024.

Original filing (PDF)20250808162549NAL0005648784001

Anneta Insurance Solutions, Inc.

Name: Anneta Insurance Solutions, Inc. — Anneta Insurance, Form 5500 (2024)
Creator: Anneta Insurance Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anneta Insurance Solutions, Inc. Retirement Plan

401(k) retirement plan · Anneta Insurance Solutions, Inc.'s Anneta Insurance Solutions, Inc. Retirement Plan held $188K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

Plan identifiers

Anneta Insurance Solutions, Inc.'s EIN is 90-0883668.

EIN 90-0883668

Plan number 001

Plan year 2024

ACK ID 20250808162549NAL0005648784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anneta Insurance Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anneta Insurance Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 (90th percentile).

Plan sponsor

Name

ANNETA INSURANCE SOLUTIONS, INC.

EIN

all filings

Address

529 E. VALLEY BLVD, SUITE 188-B · SAN GABRIEL, CA · 91776

Phone

(310) 480-7130

Industry

Finance & Insurance

Plan administrator