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Original filing (PDF)20250910181913NAL0013334611001
BOSCOE INSURANCE SERVICES, INC., DBA BRIGHTON ADVISORY GROUP
Form 5500-SF
FILING_RECEIVED
BOSCOE INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSCOE INSURANCE SERVICES, INC., DBA BRIGHTON ADVISORY GROUP.
Plan sponsor
Name
BOSCOE INSURANCE SERVICES, INC., DBA BRIGHTON ADVISORY GROUP
EIN
95-3955298
Address
5704 LINDLEY AVE. · ENCINO, CA · 91316
Phone
(818) 342-9950
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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