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Sponsor portfolioTH

AMERICAN INSURANCE & INVESTMENT CORPORATION

EIN 87-0237924-insurance-Latest filing 2025
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
45
448 SOUTH 400 EAST - SALT LAKE CITY, UT 84111801-364-3434LinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001ProfitSharing-$13.4M - 40 part#002401k-$176K - 5 part

Retirement portfolio analytics

2 plans aggregated / $13.6M assets / 45 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PROFIT SHARING PLAN (#001)99%
  • EMPLOYEES RETIREMENT PLAN (#002)1%
Total $13.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)40
  • EMPLOYEES RETIREMENT PLAN (#002)5
Total 45Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMERICAN INSURANCE & INVESTMENT CORPORATION PROFIT SHARING PLAN

ProfitSharing

Assets$13.4M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

AMERICAN INSURANCE AND INVESTMENT CORPORATION EMPLOYEES RETIREMENT PLAN

401k

Assets$176K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN INSURANCE & INVESTMENT CORPORATION PROFIT SHARING PLANProfitSharing$13.4M402024
002AMERICAN INSURANCE AND INVESTMENT CORPORATION EMPLOYEES RETIREMENT PLAN401k$176K52025
Retirement plans
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