Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRANT INSURANCE AGENCY, INC.
EIN 88-4273592Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$84K assets
Welfare
0
Participants
4
23550 LYONS AVE., STE. #108 - NEWHALL, CA 91321661-255-8843
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $84K assets / 4 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
GRANT INSURANCE AGENCY, INC. RETIREMENT PLAN
401k
Assets$45K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRANT INSURANCE AGENCY, INC. PENSION PLAN
CashBalance
Assets$39K
Participants2
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 | GRANT INSURANCE AGENCY, INC. RETIREMENT PLAN | 401k | $45K | 2 | 2025 | |
| 002 | GRANT INSURANCE AGENCY, INC. PENSION PLAN | CashBalance | $39K | 2 | 2025 |
Retirement plans