Sponsor portfolio
BENEFIT EXPERTS INSURANCE AGENCY, INC.
EIN 77-0534428insuranceLatest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
8
3000 EL CAMINO REAL, BUILDING 4 - PALO ALTO, CA 94306650-251-4228benefitexperts.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN | 401k | $1.8M | 8 | 2025 |
Retirement plans