Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC.
EIN 33-0083177insuranceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
23
1111 E. KATELLA AVENUE, SUITE 150 - ORANGE, CA 92867714-516-3603commercialsurety.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 23 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
COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC. RETIREMENT PLAN
401k
Assets$3.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$486K
Participants11
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 | COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC. RETIREMENT PLAN | 401k | $3.6M | 12 | 2025 | |
| 003 | COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $486K | 11 | 2025 |
Retirement plans