Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ERNESTO BARRIOS INSURANCE AGENCY LLC
EIN 82-4583727Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$173K assets
Welfare
0
Participants
6
2203 TIMBERLOCH PLACE, STE 218A - THE WOODLANDS, TX 77380832-573-5382
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $173K assets / 6 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
ERNESTO BARRIOS INSURANCE AGENCY CASH BALANCE PENSION PLAN
CashBalance
Assets$170K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ERNESTO BARRIOS INSURANCE AGENCY RETIREMENT PLAN
401k
Assets$3K
Participants3
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 | ERNESTO BARRIOS INSURANCE AGENCY CASH BALANCE PENSION PLAN | CashBalance | $170K | 3 | 2025 | |
| 001 | ERNESTO BARRIOS INSURANCE AGENCY RETIREMENT PLAN | 401k | $3K | 3 | 2025 |
Retirement plans