· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SHUSTER FINANCIAL GROUP, LLC — SHUSTER FINANCIAL GROUP, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250819230209NAL0001376563001
SHUSTER FINANCIAL GROUP, LLC
Form 5500-SF
FILING_RECEIVED
SHUSTER FINANCIAL GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
18
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
SHUSTER FINANCIAL GROUP, LLC
.
Find decision makers
Plan sponsor
Name
SHUSTER FINANCIAL GROUP, LLC
EIN
95-4844216
Address
155N.LAKE AVE., SUITE 950 · PASADENA, CA · 911014860
Phone
(626) 578-0816
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
2025-08-20
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
Similar-size Insurance Agencies & Brokerages plans
HOUSTON/WALKER CO. INSURANCE
HOUSTON/WALKER CO. INSURANCE 401(K) PLAN
$1.0M · 8 participants
COON INSURANCE AGENCY, INC.
COON INSURANCE AGENCY, INC. PROFIT SHARING PLAN
$1.0M · 8 participants
SENIOR INFORMATION CENTERS INC
SENIOR INFORMATION CENTERS INC 401(K) PROFIT SHARING PLAN
$1.0M · 22 participants
G. S. NEWBORN & ASSOCIATES
G. S. NEWBORN & ASSOCIATES 401(K) PLAN
$1.0M · 6 participants
ROCHFORD INSURANCE AGENCY
ROCHFORD INSURANCE AGENCY 401(K) 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.
$1.0M · 16 participants
A.M. INSURANCE GROUP, INC.
AMI GROUP, INC. 401(K) PLAN
$1.0M · 19 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
