Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IVONNE WELCH INSURANCE AGENCY LLC
EIN 46-0932157insuranceLatest filing 2024
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
74
26636 MARGARITA ROAD, SUITE 103 - TEMECULA, CA 92592951-777-0644ivonnewelch.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.1M assets / 74 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
IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN
CashBalance
Assets$7.9M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants50
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 | IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN | CashBalance | $7.9M | 24 | 2024 | |
| 001 | IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 50 | 2024 |
Retirement plans