· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FLUETSCH & BUSBY INSURANCE — FLUETSCH & BUSBY INSURANCE PS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250421151738NAL0006687202001
FLUETSCH & BUSBY INSURANCE
Form 5500-SF
FILING_RECEIVED
FLUETSCH & BUSBY INSURANCE PS 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
13
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
FLUETSCH & BUSBY INSURANCE
.
Find decision makers
Plan sponsor
Name
FLUETSCH & BUSBY INSURANCE
EIN
95-2506822
Address
725 W 18TH ST · MERCED, CA · 95340
Phone
(209) 722-1541
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
2025-04-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CENTRAL UNDERWRITERS, INC.
CENTRAL UNDERWRITERS, INC. MONEY PURCHASE PENSION PLAN
$4.0M · 2 participants
ALONGI SANTAS INSURANCE AGENCY, INC.
ALONGI SANTAS INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
$4.0M · 18 participants
ERICKSON-LARSEN, INC.
ERICKSON-LARSEN, INC. 401(K) PROFIT SHARING PLAN
$4.0M · 31 participants
GENE YOUNG STANDARD INSURANCE AGENCY
GENE YOUNG STANDARD INSURANCE 401(K) PROFIT SHARING PLAN
$4.0M · 62 participants
JAMIESON & ASSOCIATES, LTD.
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.
JAMIESON & ASSOCIATES, LTD. 401(K) PLAN
$4.0M · 5 participants
HEALEY & ASSOCIATES, INC.
HEALEY & ASSOCIATES, INC. 401(K) PLAN
$4.0M · 10 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
