Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
SURDEZ INSURANCE SERVICES, LLC
EIN 47-0995573Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$523K assets
Welfare
0
Participants
4
1520 DISCOVERY BAY BLVD. SUITE 400 - DISCOVERY BAY, CA 94505925-983-3277surdezinsurance.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $523K assets / 4 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
SURDEZ INSURANCE SERVICES, LLC CASH BALANCE PLAN
TraditionalDB
Assets$336K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SURDEZ INSURANCE SERVICES 401(K) PLAN & TRUST
401k
Assets$187K
Participants2
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 | SURDEZ INSURANCE SERVICES, LLC CASH BALANCE PLAN | TraditionalDB | $336K | 2 | 2024 | |
| 001 | SURDEZ INSURANCE SERVICES 401(K) PLAN & TRUST | 401k | $187K | 2 | 2024 |
Retirement plans