Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIMITROVA AGENCY
EIN 90-0635229Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$1.3M assets
Welfare
1
Participants
6
2286 SLOAN DRIVE - LA VERNE, CA 91750402-730-2699americanincomelife-dimitrova.comLinkedIn1-10 employees
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M 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#002
DIMITROVA AGENCY CASH BALANCE PENSION PLAN
CashBalance
Assets$649K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DIMITROVA AGENCY 401(K) PLAN
401k
Assets$604K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
DIMITROVA AGENCY 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DIMITROVA AGENCY CASH BALANCE PENSION PLAN | CashBalance | $649K | 2 | 2025 | |
| 001 | DIMITROVA AGENCY 401(K) PLAN | 401k | $604K | 2 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | DIMITROVA AGENCY 401(K) PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans