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  2. Soergel-Brandes Insurance & Fina

Filings through Oct 24, 2026.

Soergel-Brandes Insurance & Fina

EIN 26-3430486-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$673K assets
Health & Benefits
0
Participants
5
1340 S. MAIN STREET STE 200 - GRAPEVINE, TX 76051817-481-2579
Plans on this EIN
1 filing
#001401(k)-$673K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SOERGEL-BRANDES INSURANCE & FINANCIAL SERVICES 401K PROFIT S

401(k)

Assets$673K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOERGEL-BRANDES INSURANCE & FINANCIAL SERVICES 401K PROFIT S401(k)$673K52025
  • SOERGEL-BRANDES INSURANCE & FINANCIAL SERVICES 401K PROFIT S$673K
    #001 · 401(k) · 20255
Retirement plans
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