Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CERVA, BROWNING, QUINN & CO.
EIN 87-0381049insuranceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
10
4746 SOUTH 900 EAST, SUITE 210 - SALT LAKE CITY, UT 84117801-261-5678cbqco.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 10 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
CERVA, BROWNING, QUINN & CO. 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CERVA, BROWNING, QUINN & CO. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$796K
Participants4
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 | CERVA, BROWNING, QUINN & CO. 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 6 | 2024 | |
| 002 | CERVA, BROWNING, QUINN & CO. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $796K | 4 | 2024 |
Retirement plans