Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELVIA SOLIS INSURANCE AGENCY, INC
EIN 27-1565093Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$365K assets
Welfare
0
Participants
26
1631 W 18TH ST - CHICAGO, IL 60608773-343-4897
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $365K assets / 26 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
ELVIA SOLIS INSURANCE AGENCY, INC CASH BALANCE PENSION PLAN
CashBalance
Assets$311K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ELVIA SOLIS INSURANCE AGENCY, INC RETIREMENT PLAN
401k
Assets$29K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELVIA SOLIS INSURANCE AGENCY 401(K) PLAN
401k
Assets$25K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ELVIA SOLIS INSURANCE AGENCY, INC CASH BALANCE PENSION PLAN | CashBalance | $311K | 10 | 2025 | |
| 003 | ELVIA SOLIS INSURANCE AGENCY, INC RETIREMENT PLAN | 401k | $29K | 10 | 2025 | |
| 001 | ELVIA SOLIS INSURANCE AGENCY 401(K) PLAN | 401k | $25K | 6 | 2024 |
Retirement plans