Sponsor portfolio
TREVOR LAM'S STATE FARM AGENCY
EIN 85-0732098insuranceLatest filing 2024
Plans
1
Retirement
1
$110K assets
Welfare
0
Participants
4
851 IRWIN ST., STE 300 - SAN RAFAEL, CA 94901415-233-4356trevorlam.comLinkedIn1-10 employeesinsurance
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 | TREVOR LAM, A SOLE PROPRIETORSHIP, 401(K) PLAN | 401k | $110K | 4 | 2024 |
Retirement plans