Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSUROPE SERVICES, INC.
EIN 22-2127379Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
36
18327 MAINSAIL POINTE DRIVE - CORNELIUS, NC 280315201704-574-6446
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 36 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#002
INSUROPE SERVICES, INC. 401(K) PLAN
401k
Assets$4.1M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
INSUROPE SERVICES, INC. MONEY PURCHASE PLAN
MoneyPurchase
Assets$4.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INSUROPE SERVICES, INC. 401(K) PLAN | 401k | $4.1M | 20 | 2025 | |
| 001 | INSUROPE SERVICES, INC. MONEY PURCHASE PLAN | MoneyPurchase | $4.0M | 16 | 2025 |
Retirement plans