Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HINKLE INSURANCE SERVICES
EIN 47-2665525Other Services (except Public Administration)Latest filing 2025
Plans
4
Retirement
3
$4.6M assets
Welfare
1
Participants
14
445 MARINE VIEW AVE STE 300 - DEL MAR, CA 920143926858-350-4073
Retirement portfolio analytics
3 plans aggregated / $4.6M assets / 10 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
HIS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HINKLE INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HIS PROFIT SHARING PLAN
ProfitSharing
Assets$506K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
HIS DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HIS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.9M | 4 | 2024 | |
| 003 | HINKLE INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.2M | 2 | 2025 | |
| 001 | HIS PROFIT SHARING PLAN | ProfitSharing | $506K | 4 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | HIS DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans