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Sponsor portfolio

MACNAFTA INSURANCE SERVICES, INC. DBA QUIC INSURANCE SERVICES

EIN 27-4506041-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
13
555 E. OCEAN BLVD. SUITE 220 - LONG BEACH, CA 90802562-253-5105
Plans on this EIN
2 filings
#002CashBalance-$811K - 4 part#001ProfitSharing-$321K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PENSION (#002)72%
  • PROFIT SHARING PLAN (#001)28%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PENSION (#002)4
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

QUIC INSURANCE SERVICES CASH BALANCE PENSION PLAN

CashBalance

Assets$811K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

QUIC INSURANCE SERVICES 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$321K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002QUIC INSURANCE SERVICES CASH BALANCE PENSION PLANCashBalance$811K42024
001QUIC INSURANCE SERVICES 401(K) PROFIT SHARING PLANProfitSharing$321K92024
Retirement plans
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