Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONQUEST INSURANCE SERVICES, LLC
EIN 88-0652359insuranceLatest filing 2024
Plans
2
Retirement
2
$746K assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $746K assets / 22 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
CONQUEST INSURANCE SERVICES, LLC 401(K) PLAN
401k
Assets$426K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONQUEST INSURANCE SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$321K
Participants5
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 | CONQUEST INSURANCE SERVICES, LLC 401(K) PLAN | 401k | $426K | 17 | 2024 | |
| 002 | CONQUEST INSURANCE SERVICES, LLC CASH BALANCE PLAN | CashBalance | $321K | 5 | 2024 |
Retirement plans