Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SKY VISION INSURANCE AGENCY
EIN 26-2217490insuranceLatest filing 2024
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
17
2390 HUNTINGTON DR - SAN MARINO, CA 911082641626-287-7779skyvisioninsurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 17 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
SKY VISION INSURANCE AGENCY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SKY VISION INSURANCE AGENCY 401K PLAN
401k
Assets$2.9M
Participants11
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 | SKY VISION INSURANCE AGENCY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.1M | 6 | 2024 | |
| 002 | SKY VISION INSURANCE AGENCY 401K PLAN | 401k | $2.9M | 11 | 2024 |
Retirement plans