Filings through .
Sponsor portfolio
Motz-Rusin Insurance Agency Inc
EIN 82-4656457Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$147K assets
Welfare
0
Participants
10
78000 FRED WARING DRIVE, SUITE 202 - PALM DESERT, CA 92211760-902-7439motzrusin.comLinkedIn1-10 employees
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 | MOTZ-RUSIN INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN | 401(k) | $147K | 10 | 2025 |
Retirement plans