Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOMAN & ASSOCIATES INSURANCE AGENCY
EIN 20-8280112Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
11
955 N STREET - FRESNO, CA 93721559-499-2020
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 11 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
BOMAN & ASSOCIATES 401(K) PLAN
401k
Assets$3.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOMAN & ASSOCIATES INSURANCE AGENCY CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants5
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 | BOMAN & ASSOCIATES 401(K) PLAN | 401k | $3.8M | 6 | 2025 | |
| 002 | BOMAN & ASSOCIATES INSURANCE AGENCY CASH BALANCE PLAN | CashBalance | $2.1M | 5 | 2025 |
Retirement plans