Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIPPA INSURANCE SERVICES, INC.
EIN 33-0395964insuranceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
6
332 FOREST AVE, SUITE 6 - LAGUNA BEACH, CA 92651949-376-6311lippainsurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 6 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#004
LIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | LIPPA INSURANCE SERVICES, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 3 | 2024 | |
| 003 | LIPPA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 3 | 2024 |
Retirement plans