Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIANA SANCHEZ INSURANCE AGENCY INC
EIN 85-1270281Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$184K assets
Welfare
0
Participants
2
3132 N NARRAGANSETT AVE - CHICAGO, IL 60634630-965-2473
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $184K assets / 2 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
DIANA SANCHEZ INSURANCE AGENCY INC CASH BALANCE PENSION PLAN
CashBalance
Assets$177K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DIANA SANCHEZ INSURANCE AGENCY INC RETIREMENT PLAN
ProfitSharing
Assets$7K
Participants1
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 | DIANA SANCHEZ INSURANCE AGENCY INC CASH BALANCE PENSION PLAN | CashBalance | $177K | 1 | 2024 | |
| 001 | DIANA SANCHEZ INSURANCE AGENCY INC RETIREMENT PLAN | ProfitSharing | $7K | 1 | 2024 |
Retirement plans