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CONSTRUCTION SERVICES INSURANCE AGENCY — CONSTRUCTION SERVICES INSURANCE AGENCY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014143504NAL0006451074001
CONSTRUCTION SERVICES INSURANCE AGENCY
Form 5500-SF
FILING_RECEIVED
CONSTRUCTION SERVICES INSURANCE AGENCY PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
12
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
CONSTRUCTION SERVICES INSURANCE AGENCY
.
Find decision makers
Plan sponsor
Name
CONSTRUCTION SERVICES INSURANCE AGENCY
EIN
94-2678707
Address
9840 BUSINESS PARK DRIVE · SACRAMENTO, CA · 958271704
Phone
(916) 441-0100
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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 providers
Related plans
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COX INSURANCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
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BARNES-BOLLINGER INSURANCE SERVICES
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.
BARNES-BOLLINGER INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
$5.1M · 18 participants
UNITED CAR CARE, INC.
UNITED CAR CARE, INC. 401(K) PLAN
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