BARICH & ASSOCIATES INSURANCE MARKETING SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
BARICH & ASSOCIATES INSURANCE MARKETING SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score
89
/ 100
Grade A
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
63
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARICH & ASSOCIATES INSURANCE MARKETING SERVICES, INC..
Plan sponsor
Name
BARICH & ASSOCIATES INSURANCE MARKETING SERVICES, INC.
EIN
95-3553318
Address
1819 W.REDLANDS BLVD., UNIT 104 · REDLANDS, CA · 92373
Phone
(909) 793-0385
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
