Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
GULATI FINANCIAL & INSURANCE SERVICE
EIN 20-8516622insuranceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 6 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
GULATI FINANCIAL & INSURANCE SERVICE DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$3.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GULATI FINANCIAL & INSURANCE SERVICE 401(K) PLAN & TRUST
401k
Assets$326K
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 | GULATI FINANCIAL & INSURANCE SERVICE DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $3.2M | 1 | 2024 | |
| 002 | GULATI FINANCIAL & INSURANCE SERVICE 401(K) PLAN & TRUST | 401k | $326K | 5 | 2024 |
Retirement plans