Sponsor portfolio
FROST INVESTMENTS LLC
EIN 86-3171837Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
27
1851 SAN DIEGO AVE, SUITE 140 - SAN DIEGO, CA 92110951-805-2899
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 | FROST INVESTMENTS LLC - 401K | 401k | $1.2M | 27 | 2025 |
Retirement plans