Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLSURE INSURANCE BROKERAGE, INC.
EIN 20-2431505insuranceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 25 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#001
ALLSURE INSURANCE BROKERAGE, INC. PROFIT SHARING PLAN
401k
Assets$2.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLSURE INSURANCE BROKERAGE, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$8K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLSURE INSURANCE BROKERAGE, INC. PROFIT SHARING PLAN | 401k | $2.2M | 23 | 2025 | |
| 002 | ALLSURE INSURANCE BROKERAGE, INC. DEFINED BENEFIT PLAN | TraditionalDB | $8K | 2 | 2025 |
Retirement plans