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  2. Kelly Sopak Insurance Agcy, Inc

Filings through Oct 24, 2026.

Kelly Sopak Insurance Agcy, Inc

EIN 87-2426100-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$201K assets
Health & Benefits
0
Participants
7
1 NORTHWOOD DRIVE STE 1 - ORINDA, CA 94563925-726-4444
Plans on this EIN
1 filing
#001401(k)-$201K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

KELLY SOPAK INSURANCE AGCY, INC 401K PLAN

401(k)

Assets$201K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KELLY SOPAK INSURANCE AGCY, INC 401K PLAN401(k)$201K72025
  • KELLY SOPAK INSURANCE AGCY, INC 401K PLAN$201K
    #001 · 401(k) · 20257
Retirement plans
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