Assets by plan
Share of aggregate retirement assets
61%top
Filings through .
Sponsor portfolio
James M Fread Insurance Agency Inc
EIN 45-4105544Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$315K assets
Welfare
0
Participants
15
9923 CHANNEL RD - LAKESIDE, CA 92040619-599-6660
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $315K assets / 15 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
JAMES M FREAD INSURANCE AGENCY INC CASH BALANCE PLAN
Cash balance
Assets$193K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JAMES M FREAD INSURANCE AGENCY INC 401(K) PLAN
401(k)
Assets$122K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES M FREAD INSURANCE AGENCY INC CASH BALANCE PLAN | Cash balance | $193K | 7 | 2025 | |
| 001 | JAMES M FREAD INSURANCE AGENCY INC 401(K) PLAN | 401(k) | $122K | 8 | 2025 |
Retirement plans