Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AA INSURANCE ADVOCACY INC
EIN 87-0914541Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$939K assets
Welfare
0
Participants
6
9027 MONTE MAR DRIVE - LOS ANGELES, CA 90035917-769-1007
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $939K assets / 6 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
AA INSURANCE ADVOCACY INC DEFINED BENEFIT PLAN
TraditionalDB
Assets$573K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AA INSURANCE ADVOCACY INC 401(K) PROFIT SHARING PLAN
401k
Assets$366K
Participants3
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 | AA INSURANCE ADVOCACY INC DEFINED BENEFIT PLAN | TraditionalDB | $573K | 3 | 2025 | |
| 002 | AA INSURANCE ADVOCACY INC 401(K) PROFIT SHARING PLAN | 401k | $366K | 3 | 2025 |
Retirement plans