Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
A-Best Insurance and Financial Services, Inc.
EIN 20-0446809Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$445K assets
Welfare
0
Participants
16
925 ARCH ST, 2ND FL - PHILDELPHIA, PA 19107215-327-7674
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $445K assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
A BEST INSURANCE AND FINANCIAL SERVICES CASH BALANCE PLAN
Cash balance
Assets$373K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A BEST INSURANCE AND FINANCIAL SERVICES 401K PLAN
Profit-sharing
Assets$73K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A BEST INSURANCE AND FINANCIAL SERVICES CASH BALANCE PLAN | Cash balance | $373K | 8 | 2025 | |
| 001 | A BEST INSURANCE AND FINANCIAL SERVICES 401K PLAN | Profit-sharing | $73K | 8 | 2025 |
Retirement plans