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NEW GENERATION INSURANCE MARKE — NEW GENERATION INSURANCE MARKE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250604112544NAL0008374819001
NEW GENERATION INSURANCE MARKE
Form 5500-SF
FILING_RECEIVED
NEW GENERATION INSURANCE MARKE 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
10
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
NEW GENERATION INSURANCE MARKE
.
Find decision makers
Plan sponsor
Name
NEW GENERATION INSURANCE MARKE
EIN
95-4391288
Address
28073 SMYTH DR · VALENCIA, CA · 913554023
Phone
(818) 920-1777
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$1.6M · 5 participants
DUBIN-WOOD AGENCY, INC.
DUBIN-WOOD AGENCY, INC. SALARY SAVINGS PLAN
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WHITAKER-MYERS INSURANCE AGENCY INC.
WHITAKER-MYERS INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 35 participants
THE GRIFFITH AGENCY
THE GRIFFITH AGENCY PENSION PLAN
$1.6M · 3 participants
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$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$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
