Sponsor portfolio
SHANNON BURKE INSURANCE AGENCY L
EIN 20-8380130investment managementLatest filing 2025
Plans
1
Retirement
1
$279K assets
Welfare
0
Participants
5
889 WINDOW ROCK PLAZA - LAKE HAVASU CITY, AZ 86406520-869-7646LinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHANNON BURKE INSURANCE AGENCY LLC 401K PLAN | 401k | $279K | 5 | 2025 |
Retirement plans