Sponsor portfolio
GEE INSURANCE AGENCY, INC.
EIN 27-2815615Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$231K assets
Welfare
0
Participants
7
2775 TAPO ST STE 202 - SIMI VALLEY, CA 93063805-527-5275
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 | GEE INSURANCE AGENCY, INC. 401(K) P/S PLAN | 401k | $231K | 7 | 2025 |
Retirement plans