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AMERICAN INSURANCE WHOLESALERS — AMERICAN INSURANCE WHOLESALERS 401K PROFIT SHARING, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230926094915NAL0017512658001
AMERICAN INSURANCE WHOLESALERS
Form 5500-SF
FILING_RECEIVED
AMERICAN INSURANCE WHOLESALERS 401K PROFIT SHARING
401(k) retirement plan
Active participants
43
Accounts w/ balance
48
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
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
AMERICAN INSURANCE WHOLESALERS
.
Find decision makers
Plan sponsor
Name
AMERICAN INSURANCE WHOLESALERS
EIN
93-1040649
Address
5835 DOYLE STREET SUITE 115 · EMERYVILLE, CA · 94608
Phone
(510) 420-2883
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
401K SAFE 3(16). LLC
EIN
83-0824803
City
ALBERTVILE, AL
Phone
(256) 849-0585
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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THE REINARD AGENCY INC
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
REINARD INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
$7.9M · 29 participants
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
