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Sponsor portfolio

CAVALIER INSURANCE MARKETING S

EIN 27-3218601-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
23
2801 TOWNSGATE RD STE 350 - WESTLAKE VILLAGE, CA 913615838805-371-4888
Plans on this EIN
1 filing
#001401k-$1.1M - 23 part

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Retirement#001

CAVALIER INSURANCE MARKETING S 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.1M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAVALIER INSURANCE MARKETING S 401(K) PROFIT SHARING PLAN & TRUST401k$1.1M232025
Retirement plans
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