· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KELLOGG & MORELAND INSURANCE SERVICES — KELLOGG & MORELAND INS SVCS 401K PROF SHAR PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251029163558NAL0001119201001
KELLOGG & MORELAND INSURANCE SERVICES
Form 5500-SF
FILING_RECEIVED
KELLOGG & MORELAND INS SVCS 401K PROF SHAR PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
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
KELLOGG & MORELAND INSURANCE SERVICES
.
Find decision makers
Plan sponsor
Name
KELLOGG & MORELAND INSURANCE SERVICES
EIN
95-2039845
Address
1654 PLUM LANE · REDLANDS, CA · 923744532
Phone
(909) 792-8950
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
2024-07-01
Tax period
2025-06-30
Filed
2025-10-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
TONKINSON FINANCIAL, INC.
RICK TONKINSON & ASSOCIATES 401(K) PLAN
$5.4M · 7 participants
J. A. ARCHAMBAULT & SON, INC.
J.A. ARCHAMBAULT & SON, INC. 401(K) PLAN
$5.4M
MAGELLAN FINANCIAL & INSURANCE SERVICES, INC.
MAGELLAN FINANCIAL & INSURANCE SERVICES 401(K) PLAN
$5.4M · 152 participants
THEODORE LIFTMAN INSURANCE, INC.
THEODORE LIFTMAN INSUR 401K PLAN
$5.4M · 7 participants
D.C. RANIERI INSURANCE AGENCY, INC.
D.C. RANIERI INSURANCE AGENCY PROFIT SHARING 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.
$5.4M · 11 participants
MID-HUDSON CO-OPERATIVE INSURANCE COMPANY
STATEWIDE UNDERWRITING SERVICES 401(K) AND PROFIT SHARING PLAN
$5.3M · 39 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
