Sponsor portfolio
PRICE POINT INSURANCE SERVICES
EIN 40-0020300insuranceLatest filing 2025
Plans
2
Retirement
1
$32K assets
Welfare
1
Participants
6
5427 BARDSTOWN RD STE 3 - LOUISVILLE, KY 402911968502-290-5061ppiadvisor.comLinkedIn1-10 employeesinsurance
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#001
PRICE POINT INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$32K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRICE POINT INSURANCE SERVICES CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRICE POINT INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $32K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRICE POINT INSURANCE SERVICES CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans