Back to filter
Original filing (PDF)20250708211750NAL0011968114001
WHITMAN & SAMUELSON INSURANCE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
WHITMAN & SAMUELSON INSURANCE 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITMAN & SAMUELSON INSURANCE SERVICES, INC..
Plan sponsor
Name
WHITMAN & SAMUELSON INSURANCE SERVICES, INC.
EIN
94-1560032
Address
1012 CLEGG COURT · PETALUMA, CA · 94954
Phone
(707) 794-8701
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-07-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
SODERBERG INSURANCE SERVICES, INC.
SODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN
$1.9M · 7 participants
TANSEY & ASSOCIATES, LLC
TANSEY & ASSOCIATES, LLC INDIVIDUAL(K) PLAN
$1.9M · 3 participants
BROOKER INSURANCE AGENCY INC
BROOKER INSURANCE AGENCY INC 401K PROFIT SHARING PLAN
$1.9M · 25 participants
DANIEL W. MCCLUNG
DANIEL W. MCCLUNG MONEY PURCHASE PLAN
$1.9M · 4 participants
DRACHMAN INSURANCE SERVICES, INC.
DRACHMAN INSURANCE SERVICES, INC. 401(K) PLAN
$1.9M · 8 participants
PERSONAL INSURANCE FEDERATION
PERSONAL INSURANCE FEDERATION PROFIT SHARING 401K PLAN
$1.9M · 7 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