Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
DAN CHARLES AGENCY CO INC
EIN 91-0912311Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$287K assets
Welfare
0
Participants
11
2512 E EVERGREEN BLVD PMB 28 - VANCOUVER, WA 986614323503-929-4786
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $287K assets / 11 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
DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$161K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$126K
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 | DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $161K | 6 | 2025 | |
| 002 | DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $126K | 5 | 2024 |
Retirement plans