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GREG LERUM INSURANCE AGENCY

EIN 27-4552034-insurance-Latest filing 2025
Plans
1
Retirement
1
$866K assets
Welfare
0
Participants
12
302 N EL CAMINO REAL STE 118 - SAN CLEMENTE, CA 926724777949-492-7331leruminsurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401k-$866K - 12 part

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Retirement#001

GREG LERUM INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$866K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREG LERUM INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST401k$866K122025
Retirement plans
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