Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
O'BRIEN INSURANCE AGENCY, INC.
EIN 82-3889426Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
17
1722 SEABRIGHT AVENUE - SANTA CRUZ, CA 95062831-429-9595
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 17 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#002
O'BRIEN INSURANCE AGENCY , INC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
O'BRIEN INSURANCE AGENCY, INC. RETIREMENT PLAN
401k
Assets$262K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | O'BRIEN INSURANCE AGENCY , INC CASH BALANCE PLAN | CashBalance | $1.3M | 9 | 2024 | |
| 001 | O'BRIEN INSURANCE AGENCY, INC. RETIREMENT PLAN | 401k | $262K | 8 | 2024 |
Retirement plans