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WISE INSURANCE AGENCY, INC.

EIN 46-1128719-insurance-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
5
2 CALIFORNIA AVENUE - SAN RAFAEL, CA 94901415-258-9912wiseinsuranceagency.netLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001TraditionalDB-$2.7M - 5 part

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Retirement#001

WISE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.7M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISE INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$2.7M52025
Retirement plans
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