Assets by plan
Share of aggregate retirement assets
Filings through .
Allied Professionals Insurance Svc.
EIN 73-1648672insuranceLatest filing 2025
Plans
2
Retirement
2
$20.5M assets
Health & Benefits
0
Participants
147
1100 W TOWN AND COUNTRY RD STE 1400 - ORANGE, CA 928684655800-622-6869LinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.5M assets / 147 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ALLIED PROFESSIONALS INSURANCE SVC 401(K) PROFIT SHARING PLAN
401(k)
Assets$19.7M
Participants94
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ALLIED PROFESSIONALS' INSURANCE SERVICES CASH BALANCE DEFINED BENEFIT PENSION PLAN
Cash balance
Assets$838K
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ALLIED PROFESSIONALS INSURANCE SVC 401(K) PROFIT SHARING PLAN | 401(k) | $19.7M | 94 | 2025 |
| #002 | ALLIED PROFESSIONALS' INSURANCE SERVICES CASH BALANCE DEFINED BENEFIT PENSION PLAN | Cash balance | $838K | 53 | 2025 |
- #001 · 401(k) · 202594
- #002 · Cash balance · 202553
Retirement plans