Assets by plan
Share of aggregate retirement assets
Filings through .
Chris Green Insurance, Inc.
EIN 27-2246879financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Health & Benefits
0
Participants
21
7831 SE LAKE ROAD, SUITE 100 - PORTLAND, OR 97267503-607-0702chrisbrowneinsurance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 21 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHRIS GREEN INSURANCE, INC. 401(K) PLAN
401(k)
Assets$911K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHRIS GREEN INSURANCE, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$747K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHRIS GREEN INSURANCE, INC. 401(K) PLAN | 401(k) | $911K | 11 | 2025 |
| #002 | CHRIS GREEN INSURANCE, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $747K | 10 | 2025 |
- #001 · 401(k) · 202511
- #002 · Traditional DB · 202510
Retirement plans