# Socal Insurance & Financial Services, INC. 401(k) Plan Source: https://planprovider.pro/companies/socal-insurance-financial-services-inc-401k-plan > Socal Insurance & Financial Services, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Socal Insurance & Financial Services, INC. - **Sponsor EIN:** 831160887 - **Sponsor Address:** 108 CRISTAL SPRINGS CT., BREA, CA, 92821 - **Plan Type:** 401(k) - **Total Participants:** 3 - **Total Assets:** $437,455 ## Key Plan Design Features - **Auto-Enrollment:** Yes - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** Yes - **Participant-Directed Investments:** Yes - **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|3|$437,455|$9,250|$25,997| | 2023|3|$345,184|$7,902|$33,334| | 2022|3|$178,751|$7,689|$18,746| ## Similar Plans - [Courier Insurance Services INC](https://planprovider.pro/companies/courier-insurance-services-inc-401k-plan) — 3 participants - [R. Carrie Insurance Agency, INC.](https://planprovider.pro/companies/r-carrie-insurance-agency-inc-401k-plan) — 3 participants - [Cherri J Walsh Insurance Services, INC.](https://planprovider.pro/companies/cherri-j-walsh-insurance-services-inc-401k-plan) — 3 participants - [Signorelli Insurance Services, INC.](https://planprovider.pro/companies/signorelli-insurance-services-inc-401k-plan) — 3 participants - [Outsource Insurance Services, INC.](https://planprovider.pro/companies/outsource-insurance-services-inc-plan) — 3 participants - [Protective Financial & Insurance Services, INC.](https://planprovider.pro/companies/protective-financial-insurance-services-inc-plan-002) — 3 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/socal-insurance-financial-services-inc-401k-plan) © 2026 PlanProvider.Pro