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Sponsor portfolio

BRENT ALLEN STATE FARM

EIN 20-4788809-insurance-Latest filing 2025
Plans
2
Retirement
2
$501K assets
Welfare
0
Participants
16
9809 ANDERSON MILL RD, STE 100 - AUSTIN, TX 78750512-577-6667sfbrent.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#002CashBalance-$403K - 8 part#001401k-$98K - 8 part

Retirement portfolio analytics

2 plans aggregated / $501K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • STATE FARM 401(K) (#001)20%
Total $501KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)8
  • STATE FARM 401(K) (#001)8
Total 16Click 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#002

BRENT ALLEN STATE FARM CASH BALANCE PLAN

CashBalance

Assets$403K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BRENT ALLEN STATE FARM 401(K) PLAN

401k

Assets$98K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRENT ALLEN STATE FARM CASH BALANCE PLANCashBalance$403K82025
001BRENT ALLEN STATE FARM 401(K) PLAN401k$98K82025
Retirement plans
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