Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES HEIDRICH INSURANCE AGENCY, INC.
EIN 47-5555693Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$840K assets
Welfare
0
Participants
5
355 E. RINCON STREET, SUITE 215 - CORONA, CA 92879760-936-1612
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $840K assets / 5 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
JAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$799K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES HEIDRICH INSURANCE AGENCY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$41K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $799K | 2 | 2025 | |
| 001 | JAMES HEIDRICH INSURANCE AGENCY, INC. PROFIT SHARING PLAN | ProfitSharing | $41K | 3 | 2025 |
Retirement plans