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  2. PHIL LEVI INSURANCE AGENCY INC.
Sponsor portfolio

PHIL LEVI INSURANCE AGENCY INC.

EIN 20-2157592-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$523K assets
Welfare
0
Participants
7
9988 HIBERT ST., #212 - SAN DIEGO, CA 92131858-550-9060
Plans on this EIN
2 filings
#001401k-$314K - 4 part#002CashBalance-$210K - 3 part

Retirement portfolio analytics

2 plans aggregated / $523K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLIA INC. 401(K) (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $523KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLIA INC. 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PLIA INC. 401(K) PLAN

401k

Assets$314K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PLIA INC. CASH BALANCE PLAN

CashBalance

Assets$210K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PLIA INC. 401(K) PLAN401k$314K42024
002PLIA INC. CASH BALANCE PLANCashBalance$210K32024
Retirement plans
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