BALDWIN-GEORGENTON INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$86K
Net assets (EOY)
$86K
Plan health score
Top-tier plan health
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
82
Vendor & structure
100
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 BALDWIN-GEORGENTON INSURANCE AGENCY, INC..
Plan sponsor
Name
BALDWIN-GEORGENTON INSURANCE AGENCY, INC.
EIN
95-3145161
Address
8200 STOCKDALE HIGHWAY, #M10-322 · BAKERSFIELD, CA · 93311
Phone
(661) 327-8010
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
