Original filing (PDF)20251008123945NAL0009421072001

FIA INSURANCE SERVICES, INC.

Name: FIA INSURANCE SERVICES, INC. — FIA INSURANCE SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: FIA INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

FIA INSURANCE SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 FIA INSURANCE SERVICES, INC..

Plan sponsor

Name

FIA INSURANCE SERVICES, INC.

EIN

95-1968777

Address

373 VAN NESS AVE., SUITE 240 · TORRANCE, CA · 90501

Phone

(626) 795-7059

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Similar-size Insurance Agencies & Brokerages plans

JOHN P. MEEHAN AGENCY, INC.

MEEHAN AGENCY, INC. 401(K) PLAN

$5.9M · 9 participants

HEALTH PLAN INTERMEDIARIES HOLDINGS LLC

BLUE LANTERN HEALTH, LLC 401(K) PLAN

$5.9M · 7 participants

INSURANCE AGENCY OF COLORADO, INC.

IAC 401(K) PLAN

$5.9M · 16 participants

UNIFORMED SERVICES BENEFIT ASSOCIATION

UNIFORMED SERVICES BENEFIT ASSOC DEFINED BENEFIT PLAN

$5.9M · 8 participants

SIHLE INSURANCE GROUP, INC.

SIHLE INSURANCE GROUP, INC. SAVINGS PLAN