· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JLIS INC — JESSICA LIU INSURANCE SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523135933NAL0003490929001
JLIS INC
Form 5500-SF
FILING_RECEIVED
JESSICA LIU INSURANCE SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
JLIS INC
.
Find decision makers
Plan sponsor
Name
JLIS INC
EIN
94-3328853
Address
3428 BALBOA STREET · SAN FRANCISCO, CA · 94121
Phone
(415) 386-2283
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
2025-05-23
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
DELUCA PLANNING
DELUCA PLANNING 401(K) PROFIT SHARING PLAN
$2.0M · 2 participants
FORBES INSURANCE AGENCY
FORBES 401(K) PLAN
$2.0M · 8 participants
NEW MEXICO HEALTH INSURANCE EXCHANGE
NEW MEXICO HEALTH INSURANCE EXCHANGE 401(K) PLAN
$2.0M · 54 participants
VINTAGE TITLE SERVICES, LLC
VINTAGE TITLE AGENCY SERVICES, LLC 401(K) PLAN
$2.0M · 7 participants
BOATER'S INSURANCE AGENCY, INC.
BOATER'S INSURANCE AGENCY, INC. 401(K) PLAN
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 11 participants
INTERMARKET INSURANCE AGENCY, INC.
INTERMARKET INSURANCE 401(K) PLAN
$2.0M · 5 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
