Sponsor portfolio
COSTLO INSURANCE AGENCY INC.
EIN 27-1749125insuranceLatest filing 2025
Plans
1
Retirement
1
$101K assets
Welfare
0
Participants
3
31194 LA BAYA DR 204A - WESTLAKE VILLAGE, CA 91362818-707-7711costloinsurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COSTLO INSURANCE AGENCY INC 401(K) | 401k | $101K | 3 | 2025 |
Retirement plans