· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILLIAMS CO INSURANCE BROKERS, INC. — WILLIAMS CO INSURANCE BROKERS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250702163449NAL0033366146001
WILLIAMS CO INSURANCE BROKERS, INC.
Form 5500-SF
FILING_RECEIVED
WILLIAMS CO INSURANCE BROKERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
18
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
WILLIAMS CO INSURANCE BROKERS, INC.
.
Find decision makers
Plan sponsor
Name
WILLIAMS CO INSURANCE BROKERS, INC.
EIN
95-3176442
Address
609 N HARBOR BLVD · FULLERTON, CA · 92832
Phone
(714) 526-5588
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
2025-07-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
GENERAZIO ASSOCIATES, INC.
GENERAZIO ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 22 participants
TIM HOLLADAY
TIM HOLLADAY 401(K) PLAN & TRUST
$1.6M · 5 participants
WINGS INSURANCE AGENCY
WINGS INSURANCE AGENCY 401K & PROFIT SHARING PLAN
$1.6M · 31 participants
RICHARD J. YACYSHYN
RICHARD J. YACYSHYN PROFIT SHARING PLAN
$1.6M · 5 participants
EASTERN INSURANCE GROUP, INC.
EASTERN INSURANCE GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST
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.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 11 participants
THE HOFFMAN AGENCY
THE HOFFMAN AGENCY 401(K) RETIREMENT PLAN
$1.6M · 51 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
