· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LARRY VIEGAS INSURANCE, INC — LARRY VIEGAS INSURANCE, INC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250605060404NAL0031871714001
LARRY VIEGAS INSURANCE, INC
Form 5500-SF
FILING_RECEIVED
LARRY VIEGAS INSURANCE, INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
LARRY VIEGAS INSURANCE, INC
.
Find decision makers
Plan sponsor
Name
LARRY VIEGAS INSURANCE, INC
EIN
94-3301405
Address
209 HARDING BLVD · STE 3 · ROSEVILLE, CA · 95678
Phone
(888) 784-1655
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-06-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
FELICIA MITCHELL
FELICIA MITCHELL PROFIT SHARING PLAN
$1.1M · 3 participants
JACK MAGGS AGENCY, INC.
JACK MAGGS AGENCY RETIREMENT TRUST
$1.1M · 10 participants
AMY SF KANE
AMY SF KANE 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 3 participants
COMMUNITY ASSOCIATION INSURANC
COMMUNITY ASSOCIATION INSURANC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 30 participants
SAFE HARBOUR INSURANCE MGMT, INC.
SAFE HARBOUR INSURANCE MGMT, INC. 401(K) PSP
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 3 participants
GREENWAY INSURANCE & RISK MANAGEMENT AGENCY, INC.
GREENWAY INSURANCE 401(K) PLAN
$1.1M · 22 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
