Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLIED PROFESSIONALS' INSURANCE SERVICES
EIN 73-1648672insuranceLatest filing 2024
Plans
2
Retirement
2
$25.1M assets
Welfare
0
Participants
138
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.1M assets / 138 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
ALLIED PROFESSIONALS INSURANCE SVC 401(K) PROFIT SHARING PLAN
401k
Assets$15.7M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLIED PROFESSIONALS' INSURANCE SERVICES CASH BALANCE DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$9.4M
Participants53
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 | ALLIED PROFESSIONALS INSURANCE SVC 401(K) PROFIT SHARING PLAN | 401k | $15.7M | 85 | 2024 | |
| 002 | ALLIED PROFESSIONALS' INSURANCE SERVICES CASH BALANCE DEFINED BENEFIT PENSION PLAN | CashBalance | $9.4M | 53 | 2024 |
Retirement plans