Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $10.4M assets / 96 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AMERICAN SURPLUS, INC. RETIREMENT PLAN | 401(k) | $5.5M | 49 | 2025 |
| #002 | AMERICAN SURPLUS, INC. CASH BALANCE PENSION PLAN | Cash balance | $4.9M | 47 | 2025 |