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Sponsor portfolio

TRAN INSURANCE AND FINANCIAL SERVICES, INC.

EIN 46-3956919-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
30
9750 SEMINOLE BLVD - SEMINOLE, FL 33772727-391-0127
Plans on this EIN
2 filings
#001401k-$899K - 17 part#002CashBalance-$776K - 13 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • TRAN AGENCY 401(K) (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRAN AGENCY 401(K) (#001)17
  • CASH BALANCE PLAN (#002)13
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TIM TRAN AGENCY 401(K) PLAN

401k

Assets$899K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TIM TRAN AGENCY CASH BALANCE PLAN

CashBalance

Assets$776K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TIM TRAN AGENCY 401(K) PLAN401k$899K172025
002TIM TRAN AGENCY CASH BALANCE PLANCashBalance$776K132025
Retirement plans
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