Sponsor portfolio
THERESA SIMES INSURANCE AGENCY, INC.
EIN 81-1038999Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$445K assets
Welfare
0
Participants
8
17165 NEWHOPE STREET, SUITE F - FOUNTAIN VALLEY, CA 92708714-966-3000
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 | THERESA SIMES INSURANCE AGENCY, INC. RETIREMENT PLAN | 401k | $445K | 8 | 2025 |
Retirement plans