Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMERCIAL ASSOCIATES INSURANCE
EIN 33-0748872insuranceLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 27 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 ASSOCIATES INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COMMERCIAL ASSOCIATES INSURANCE AGENCY INC 401K PLAN
401k
Assets$1.4M
Participants16
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 ASSOCIATES INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.5M | 11 | 2024 | |
| 001 | COMMERCIAL ASSOCIATES INSURANCE AGENCY INC 401K PLAN | 401k | $1.4M | 16 | 2025 |
Retirement plans