· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORBERT CRONIN & COMPANY — NORBERT CRONIN & COMPANY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710075332NAL0003906195001
NORBERT CRONIN & COMPANY
Form 5500-SF
FILING_RECEIVED
NORBERT CRONIN & COMPANY PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
NORBERT CRONIN & COMPANY
.
Find decision makers
Plan sponsor
Name
NORBERT CRONIN & COMPANY
EIN
94-1377397
Address
446 OLD COUNTRY ROAD · PACIFICA, CA · 94044
Phone
(650) 759-0881
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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
Related plans
Similar-size Insurance Agencies & Brokerages plans
TBG DANCO INSURANCE SERVICES CORP.
TBG DANCO 401(K)
$2.1M · 6 participants
KLAZMER FINANCIAL GROUP, LLC
KLAZMER FINANCIAL GROUP PROFIT SHARING PLAN
$2.1M · 3 participants
HOLLIDAY INSURANCE GROUP LLC
HOLLIDAY AGENCY LLC 401(K) PROFIT SHARING PLAN
$2.1M · 8 participants
RANDY CARRUTHERS
RANDY CARRUTHERS 401(K) PLAN
$2.1M · 6 participants
STEVE BAUER
STEVE BAUER 401(K) PLAN
$2.1M · 4 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KINGSGATE INSURANCE CENTER, INC.
KINGSGATE SAVINGS PLAN
$2.1M · 37 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
