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Sponsor portfolio

KNIGHT INSURANCE SERVICES, INC.

EIN 47-3005293-insurance-Latest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
32
1327 FOOTHILL BOULEVARD - LA CANADA FLINTRIDGE, CA 91011818-662-4202knightins.netLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001401k-$3.6M - 18 part#002TraditionalDB-$2.5M - 14 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN & TRUST (#001)59%
  • DEFINED BENEFIT PLAN (#002)41%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)18
  • DEFINED BENEFIT PLAN (#002)14
Total 32Click 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

KNIGHT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

KNIGHT INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KNIGHT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$3.6M182025
002KNIGHT INSURANCE SERVICES, INC. DEFINED BENEFIT PLANTraditionalDB$2.5M142025
Retirement plans
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