Assets by plan
Share of aggregate retirement assets
98%top
Sponsor portfolio
INSURANCE SOLUTIONS
EIN 76-0848426insuranceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 9 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
INSURANCE SOLUTIONS DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INSURANCE SOLUTIONS 401(K) PLAN AND TRUST
401k
Assets$25K
Participants4
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 | INSURANCE SOLUTIONS DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $1.6M | 5 | 2024 | |
| 001 | INSURANCE SOLUTIONS 401(K) PLAN AND TRUST | 401k | $25K | 4 | 2024 |
Retirement plans