SHAW & PETERSEN INSURANCE, INC. 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
13
Accounts w/ balance
23
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
70
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).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAW & PETERSEN INSURANCE, INC..
Plan sponsor
Name
SHAW & PETERSEN INSURANCE, INC.
EIN
94-1638966
Address
P. O. BOX 103 · EUREKA, CA · 95502
Phone
(707) 443-0845
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
