Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SURETY BOND PROFESSIONALS, INC.
EIN 47-3675492insuranceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
34
1661 WORCESTER ROAD, SUITE 207 - FRAMINGHAM, MA 01701781-559-0568suretybondprofessionals.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 34 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
SURETY BOND PROFESSIONALS, INC. 401(K) PLAN
401k
Assets$2.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SURETY BOND PROFESSIONALS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants13
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 | SURETY BOND PROFESSIONALS, INC. 401(K) PLAN | 401k | $2.3M | 21 | 2024 | |
| 002 | SURETY BOND PROFESSIONALS, INC. CASH BALANCE PLAN | CashBalance | $1.0M | 13 | 2024 |
Retirement plans