Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARZOLA INSURANCE AGENCY INC
EIN 26-0006182Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$796K assets
Welfare
0
Participants
25
1335 DOUGLAS AVENUE, SUITE C - MONTGOMERY, IL 60538630-800-2982
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $796K assets / 25 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
ARZOLA INSURANCE AGENCY INC CASH BALANCE PENSION PLAN
CashBalance
Assets$667K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ARZOLA INSURANCE AGENCY 401(K) PLAN
401k
Assets$129K
Participants13
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 | ARZOLA INSURANCE AGENCY INC CASH BALANCE PENSION PLAN | CashBalance | $667K | 12 | 2025 | |
| 001 | ARZOLA INSURANCE AGENCY 401(K) PLAN | 401k | $129K | 13 | 2025 |
Retirement plans