Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
LOCKE INSURANCE AGENCY INC
EIN 93-0850505insuranceLatest filing 2025
Plans
2
Retirement
2
$153K assets
Welfare
0
Participants
12
5048 A SE HAWTHORNE BLVD - PORTLAND, OR 97215503-775-7294marikolocke.netLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $153K assets / 12 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
LOCKE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$91K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LOCKE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$63K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LOCKE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $91K | 6 | 2025 | |
| 001 | LOCKE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $63K | 6 | 2024 |
Retirement plans