Sponsor portfolio
MC ISAAC FINANCIAL & INSURANCE SERVICES, INC.
EIN 33-0064170Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$867K assets
Welfare
1
Participants
4
30 CORPORATE PARK DR STE 306 - IRVINE, CA 926065133949-852-8882
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MCISAAC FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$867K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
MCISAAC FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCISAAC FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $867K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | MCISAAC FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans