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Sponsor portfolioTH

EKLUND INSURANCE, LLC

EIN 34-2026175-insurance-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
15
PO BOX 665 - GOODLAND, KS 67735785-890-3110eklundins.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001CashBalance-$608K - 6 part#002401k-$467K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#001)57%
  • INSURANCE, LLC 401(K) (#002)43%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSURANCE, LLC 401(K) (#002)9
  • CASH BALANCE PLAN (#001)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EKLUND INSURANCE, LLC CASH BALANCE PLAN

CashBalance

Assets$608K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EKLUND INSURANCE, LLC 401(K) PLAN

401k

Assets$467K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EKLUND INSURANCE, LLC CASH BALANCE PLANCashBalance$608K62025
002EKLUND INSURANCE, LLC 401(K) PLAN401k$467K92025
Retirement plans
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