Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LLYRENA SHERWOOD INSURANCE AGENCY INC.
EIN 85-4154343Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$784K assets
Welfare
0
Participants
11
3870 E PALO VERDE ST - GILBERT, AZ 85296602-290-3703
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $784K assets / 11 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#001
LLYRENA SHERWOOD INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
401k
Assets$534K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LLYRENA SHERWOOD INSURANCE AGENCY CASH BALANCE PLAN
CashBalance
Assets$250K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LLYRENA SHERWOOD INSURANCE AGENCY 401(K) PROFIT SHARING PLAN | 401k | $534K | 6 | 2025 | |
| 002 | LLYRENA SHERWOOD INSURANCE AGENCY CASH BALANCE PLAN | CashBalance | $250K | 5 | 2025 |
Retirement plans