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Sponsor portfolio

ELKINS INSURANCE AGENCY, INC.

EIN 93-1977724-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$301K assets
Welfare
0
Participants
4
1852 4TH ST - SAN RAFAEL, CA 94901415-482-6686
Plans on this EIN
2 filings
#001401k-$211K - 2 part#002CashBalance-$90K - 2 part

Retirement portfolio analytics

2 plans aggregated / $301K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • ELKINS INSURANCE 401(K) (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $301KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELKINS INSURANCE 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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

ELKINS INSURANCE 401(K) PLAN

401k

Assets$211K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELKINS INSURANCE CASH BALANCE PLAN

CashBalance

Assets$90K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELKINS INSURANCE 401(K) PLAN401k$211K22024
002ELKINS INSURANCE CASH BALANCE PLANCashBalance$90K22024
Retirement plans
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