Sponsor portfolio
STEVE CANNON INSURANCE & FINANCIAL SERVICES
EIN 58-2191951Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
Participants
15
4463 TOWNE LAKE PKWY STE 500 - WOODSTOCK, GA 30189770-926-1010
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STEVEN R. CANNON AGENCY, INC. 401(K) PLAN
401k
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
STEVE CANNON INSURANCE & FINANCIAL SERVICES GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEVEN R. CANNON AGENCY, INC. 401(K) PLAN | 401k | $1.8M | 12 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEVE CANNON INSURANCE & FINANCIAL SERVICES GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans