Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARMEN E CONTRERAS INSURANCE AGENCY, INC.
EIN 47-2549505insuranceLatest filing 2025
Plans
2
Retirement
2
$963K assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $963K assets / 14 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#001
CARMEN E CONTRERAS INSURANCE AGENCY 401(K) PLAN
401k
Assets$857K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CARMEN E CONTRERAS INSURANCE AGENCY CASH BALANCE PLAN
CashBalance
Assets$106K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARMEN E CONTRERAS INSURANCE AGENCY 401(K) PLAN | 401k | $857K | 8 | 2025 | |
| 002 | CARMEN E CONTRERAS INSURANCE AGENCY CASH BALANCE PLAN | CashBalance | $106K | 6 | 2025 |
Retirement plans