Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
501(C) INSURANCE PROGRAMS, INC.
EIN 77-0290639Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$44.4M assets
Welfare
0
Participants
66
400 RACE STREET SUITE 200 - SAN JOSE, CA 95126408-213-1140
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $44.4M assets / 66 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
501(C) INSURANCE PROGRAMS, INC. ESOP
ESOP
Assets$36.8M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
501(C) SERVICES 401(K) PLAN
401k
Assets$7.5M
Participants29
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 | 501(C) INSURANCE PROGRAMS, INC. ESOP | ESOP | $36.8M | 37 | 2024 | |
| 001 | 501(C) SERVICES 401(K) PLAN | 401k | $7.5M | 29 | 2025 |
Retirement plans