Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FOTI INSURANCE AGENCY INC
EIN 68-0383671insuranceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
830 SCHOOL STREET, SUITE 14 - NAPA, CA 94559925-595-1234fotiagency.netLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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
FOTI INSURANCE AGENCY INC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FOTI INSURANCE AGENCY INC RETIREMENT PLAN
ProfitSharing
Assets$20K
Participants2
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 | FOTI INSURANCE AGENCY INC CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 2 | 2024 | |
| 001 | FOTI INSURANCE AGENCY INC RETIREMENT PLAN | ProfitSharing | $20K | 2 | 2024 |
Retirement plans