Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SURETY & FIDELITY ASSOCIATION OF AMERICA
EIN 26-0003391insuranceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
43
1140 19TH STREET, NW, STE 500 - WASHINGTON, DC 20036202-463-0600surety.orgLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 43 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
THE SURETY & FIDELITY ASSOCIATION OF AMERICA 401(K) PLAN
401k
Assets$3.5M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE SURETY & FIDELITY ASSOCIATION OF AMERICA RETIREMENT PLAN
ProfitSharing
Assets$937K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE SURETY & FIDELITY ASSOCIATION OF AMERICA 401(K) PLAN | 401k | $3.5M | 26 | 2025 | |
| 004 | THE SURETY & FIDELITY ASSOCIATION OF AMERICA RETIREMENT PLAN | ProfitSharing | $937K | 17 | 2025 |
Retirement plans