SAN FERNANDO INSURANCE AGENCY,INC. DBA SAN FERNANDO/VALLEYHEART — SAN FERNANDO/VALLEYHEART INSURANCE SERVICES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
SAN FERNANDO INSURANCE AGENCY,INC. DBA SAN FERNANDO/VALLEYHEART
Form 5500-SF
FILING_RECEIVED
SAN FERNANDO/VALLEYHEART INSURANCE SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
15
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score
Above-average plan
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
43
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN FERNANDO INSURANCE AGENCY,INC. DBA SAN FERNANDO/VALLEYHEART.
Plan sponsor
Name
SAN FERNANDO INSURANCE AGENCY,INC. DBA SAN FERNANDO/VALLEYHEART
EIN
95-2272077
Address
2414 WEST OLIVE AVENUE · BURBANK, CA · 91506
Phone
(661) 505-0846
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
