Sponsor portfolio
MICHAEL BERG INSURANCE AGENCY, INC.
EIN 80-0853094insuranceLatest filing 2025
Plans
1
Retirement
1
$207K assets
Welfare
0
Participants
2
30021 TOMAS, SUITE 260 - RANCHO SANTA MARGARITA, CA 92688949-830-4590LinkedIn1-10 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 | MICHAEL BERG INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $207K | 2 | 2025 |
Retirement plans