Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Conquest Insurance Agency, Inc.
EIN 82-0379659insuranceLatest filing 2025
Plans
2
Retirement
2
$15.1M assets
Health & Benefits
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.1M assets / 20 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN
401(k)
Assets$14.5M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN
Cash balance
Assets$658K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CONQUEST INSURANCE AGENCY, INC. PROFIT SHARING PLAN | 401(k) | $14.5M | 11 | 2025 |
| #003 | CONQUEST INSURANCE AGENCY, INC. CASH BALANCE PLAN | Cash balance | $658K | 9 | 2025 |
- #001 · 401(k) · 202511
- #003 · Cash balance · 20259
Retirement plans