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Sponsor portfolio

QUINA CHANG

EIN 93-1213023-insurance-Latest filing 2025
Plans
2
Retirement
2
$13.8M assets
Welfare
0
Participants
6
1291 E. HILLSDALE BLVD., STE 211B - FOSTER CITY, CA 94404650-571-8882cavalryins.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001TraditionalDB-$7.5M - 3 part#002401k-$6.4M - 3 part

Retirement portfolio analytics

2 plans aggregated / $13.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • DEFINED BENEFIT PLAN (#001)54%
  • GROUP RETIREMENT PLAN (#002)46%
Total $13.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)3
  • GROUP RETIREMENT PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

QUINA CHANG DEFINED BENEFIT PLAN

TraditionalDB

Assets$7.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INFORTE GROUP RETIREMENT PLAN

401k

Assets$6.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001QUINA CHANG DEFINED BENEFIT PLANTraditionalDB$7.5M32025
002INFORTE GROUP RETIREMENT PLAN401k$6.4M32025
Retirement plans
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