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  2. Jaquez Agency Inc

Filings through Oct 24, 2026.

Sponsor portfolio

Jaquez Agency Inc

EIN 81-3078065-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$487K assets
Welfare
0
Participants
10
28767 CALLE PLATA CT - VALENCIA, CA 91354213-925-5435
Plans on this EIN
2 filings
#002Cash balance-$382K - 5 part#001401(k)-$105K - 5 part

Retirement portfolio analytics

2 plans aggregated / $487K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PLAN (#002)78%
  • JAQUEZ AGENCY 401(K) (#001)22%
Total $487KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • JAQUEZ AGENCY 401(K) (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JAQUEZ AGENCY CASH BALANCE PLAN

Cash balance

Assets$382K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JAQUEZ AGENCY 401(K) PLAN

401(k)

Assets$105K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAQUEZ AGENCY CASH BALANCE PLANCash balance$382K52025
001JAQUEZ AGENCY 401(K) PLAN401(k)$105K52025
Retirement plans
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