Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD J. VOTAW INSURANCE AGENCY
EIN 68-0135878Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$261K assets
Welfare
0
Participants
6
PO BOX 1171 - TAHOE CITY, CA 96145530-583-0294
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $261K assets / 6 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#003
RICHARD J. VOTAW INSURANCE AGENCY CASH BALANCE PLAN
CashBalance
Assets$247K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICHARD J. VOTAW INSURANCE AGENCY PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$14K
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 | |
|---|---|---|---|---|---|---|
| 003 | RICHARD J. VOTAW INSURANCE AGENCY CASH BALANCE PLAN | CashBalance | $247K | 3 | 2024 | |
| 002 | RICHARD J. VOTAW INSURANCE AGENCY PROFIT SHARING PLAN AND TRUST | ProfitSharing | $14K | 3 | 2024 |
Retirement plans