Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSURANCE LINE ONE, LLC
EIN 27-2147497insuranceLatest filing 2024
Plans
2
Retirement
2
$327K assets
Welfare
0
Participants
19
43 S. POMPANO PKWY #106 - POMPANO BEACH, FL 33069954-623-6569insurancelineone.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $327K assets / 19 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
INSURANCE LINE ONE, LLC CASH BALANCE PLAN
CashBalance
Assets$182K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INSURANCE LINE ONE, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$145K
Participants10
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 | INSURANCE LINE ONE, LLC CASH BALANCE PLAN | CashBalance | $182K | 9 | 2024 | |
| 001 | INSURANCE LINE ONE, LLC PROFIT SHARING PLAN | ProfitSharing | $145K | 10 | 2024 |
Retirement plans