Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREG NORRIS INSURANCE AGENCY INC
EIN 68-0338630insuranceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
15
18 GREENWOOD BAY DRIVE - TIBURON, CA 94920415-389-8200gregnorrisins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 15 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
GREG NORRIS INSURANCE AGENCY INC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GREG NORRIS INSURANCE AGENCY INC 401K PROFIT SHARING PLAN
401k
Assets$876K
Participants8
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 | GREG NORRIS INSURANCE AGENCY INC DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 7 | 2024 | |
| 002 | GREG NORRIS INSURANCE AGENCY INC 401K PROFIT SHARING PLAN | 401k | $876K | 8 | 2024 |
Retirement plans