Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAGDEEP SINGH INSURANCE AGENCY, INC.
EIN 27-3091887Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
71
4185 W. FIGARDEN DRIVE #101 - FRESNO, CA 93722559-260-3207
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 71 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
JAGDEEP SINGH INSURANCE AGENCY, INC. RETIREMENT PLAN
CashBalance
Assets$5.1M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAGDEEP SINGH INSURANCE AGENCY, INC. DEFINED CONTRIBUTION PLAN AND TRUST
ProfitSharing
Assets$294K
Participants44
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 | JAGDEEP SINGH INSURANCE AGENCY, INC. RETIREMENT PLAN | CashBalance | $5.1M | 27 | 2024 | |
| 001 | JAGDEEP SINGH INSURANCE AGENCY, INC. DEFINED CONTRIBUTION PLAN AND TRUST | ProfitSharing | $294K | 44 | 2024 |
Retirement plans