Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CONQUEST INSURANCE AGENCY, INC.
EIN 82-0379659insuranceLatest filing 2024
Plans
2
Retirement
2
$15.6M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.6M assets / 26 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#001
CONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN
401k
Assets$9.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$6.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN | 401k | $9.1M | 15 | 2024 | |
| 003 | CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $6.5M | 11 | 2024 |
Retirement plans