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Sponsor portfolio

MYERS INSURANCE SERVICES

EIN 20-8198904-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$596K assets
Welfare
0
Participants
8
11933 FOXBORO DR. - LOS ANGELES, CA 90049310-486-1925
Plans on this EIN
2 filings
#004CashBalance-$405K - 4 part#003401k-$191K - 4 part

Retirement portfolio analytics

2 plans aggregated / $596K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#004)68%
  • PROFIT SHARING PLAN (#003)32%
Total $596KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#004)4
  • PROFIT SHARING PLAN (#003)4
Total 8Click 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#004

MYERS INSURANCE SERVICES CASH BALANCE PLAN

CashBalance

Assets$405K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MYERS INSURANCE SERVICES 401(K) PROFIT SHARING PLAN

401k

Assets$191K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004MYERS INSURANCE SERVICES CASH BALANCE PLANCashBalance$405K42024
003MYERS INSURANCE SERVICES 401(K) PROFIT SHARING PLAN401k$191K42024
Retirement plans
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