Sponsor portfolio
CASH & FORBES INSURANCE GROUP, LLC DBA MEMORIAL INSURANCE AGENCY
EIN 82-3239006Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$940K assets
Welfare
0
Participants
27
13501 KATY FWY., STE. 1875 - HOUSTON, TX 77079713-461-8272
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 | CASH & FORBES INSURANCE GROUP, LLC 401(K) PLAN | 401k | $940K | 27 | 2025 |
Retirement plans