· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EDMONDS INSURANCE SERVICES, INC. — EDMONDS INSURANCE SERVICES, INC.401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230921123517NAL0001925923001
EDMONDS INSURANCE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
EDMONDS INSURANCE SERVICES, INC.401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
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
EDMONDS INSURANCE SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
EDMONDS INSURANCE SERVICES, INC.
EIN
95-4306355
Address
126 LOMITA ST. · EL SEGUNDO, CA · 90245
Phone
(310) 568-4522
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
BROKERS EDGE ANNUITY & LIFE MARKETING, INC.
GPAM 401(K) PROFIT SHARING PLAN & TRUST
$4.6M · 16 participants
INTERNATIONAL PLANNING ALLIANCE, LLC
INTERNATIONAL PLANNING ALLIANCE, LLC 401(K) PLAN
$4.6M · 40 participants
GLOBAL INSURANCE SOLUTIONS GROUP, INC
GLOBAL INSURANCE SOLUTIONS GROUP, INC. 401(K) PROFIT SHARING PLAN
$4.6M · 9 participants
FIRST INSURANCE AGENCY
FIRST INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN
$4.6M · 14 participants
DUNCAN MACKELLAR INSURANCE AGENCY, INC.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DUNCAN MACKELLAR PROFIT SHARING PLAN AND TRUST
$4.6M · 4 participants
HARRY L. BUBB ASSOCIATES, INC.
HARRY L. BUBB ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$4.6M · 14 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
