Mutual Securities Inc
Camarillo, CA
Mutual Securities Inc of Camarillo, CA is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $288,698 in reported broker commissions (plan year 2025).
Quick answer
Mutual Securities Inc (Camarillo, CA) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Mutual Securities Inc have?
- Mutual Securities Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
- Who are Mutual Securities Inc's largest employer clients?
- By plan participants, the largest include Charles Sargent Irrigation, Inc. (157 participants), Hawksoft, Inc. (157 participants) and The Wright Rehabilitation (124 participants).
- How much does Mutual Securities Inc earn in commissions?
- Insurers reported $288,698 in broker commissions paid to Mutual Securities Inc for plan year 2025, per Schedule A Part 1.
- Where is Mutual Securities Inc located?
- Mutual Securities Inc is based in Camarillo, CA and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Mutual Securities Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Charles Sargent Irrigation, Inc. | NE | 157 | 2025-12-31 |
| Hawksoft, Inc. | OR | 157 | 2024-12-31 |
| The Wright Rehabilitation | GA | 124 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.