Original filing (PDF)20250326133517NAL0008558403001

CRIST, FRITSCHI & PATERSON, INSURANCE AGENTS/BROKERS, INC.

Name: CRIST, FRITSCHI & PATERSON, INSURANCE AGENTS/BROKERS, INC. — CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CRIST, FRITSCHI & PATERSON, INSURANCE AGENTS/BROKERS, INC.

Form 5500-SF

FILING_RECEIVED

CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRIST, FRITSCHI & PATERSON, INSURANCE AGENTS/BROKERS, INC..

Plan sponsor

Name

CRIST, FRITSCHI & PATERSON, INSURANCE AGENTS/BROKERS, INC.

EIN

94-1663780

Address

101 YGNACIO VALLEY ROAD · SUITE #200 · WALNUT CREEK, CA · 94596

Phone

(925) 956-7700

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

2025-03-26

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

GIA INSURANCE AGENCY, LLC

GIA INSURANCE AGENCY 401K

$5.1M · 29 participants

CROWEL AGENCY, INC.

CROWEL AGENCY, INC. 401(K) PLAN

$5.1M · 15 participants

FERGUSON & MCGUIRE, INC.

FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN

$5.1M · 68 participants

SCHWENDEMAN AGENCY, INC.

SCHWENDEMAN AGENCY, INC. 401(K) PROFIT SHARING PLAN

$5.1M · 29 participants

VAN ENGELENHOVEN AGENCY, INC.

VAN ENGELENHOVEN AGENCY, INC. 401(K) RETIREMENT PLAN