Sponsor portfolio
BLACKWELL & ASSOCIATES, INC. DBA BLACKWELL INSURANCE AGENCY
EIN 45-4499461Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$264K assets
Welfare
0
Participants
8
23002 LAKE CENTER DRIVE, SUITE 200 - LAKE FOREST, CA 92630949-421-0222
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLACKWELL INSURANCE AGENCY 401(K) PLAN | 401k | $264K | 8 | 2025 |
Retirement plans