Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
MINER FINANCIAL & INSURANCE, INC.
EIN 47-5413927financial servicesLatest filing 2025
Plans
2
Retirement
2
$485K assets
Welfare
0
Participants
9
950 GLENN DRIVE, SUITE 130 - FOLSOM, CA 95630916-859-0360minerfinancial.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $485K assets / 9 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
MINER FINANCIAL & INSURANCE DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$274K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MINER FINANCIAL & INSURANCE 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$211K
Participants5
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 | MINER FINANCIAL & INSURANCE DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $274K | 4 | 2025 | |
| 001 | MINER FINANCIAL & INSURANCE 401(K) PROFIT SHARING PLAN & TRUST | 401k | $211K | 5 | 2025 |
Retirement plans