Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C. D. SIMONIAN INSURANCE AGENCY
EIN 94-1649506insuranceLatest filing 2025
Plans
2
Retirement
2
$92K assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $92K assets / 39 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
C. D. SIMONIAN INSURANCE AGENCY 401(K) PLAN
401k
Assets$84K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
C.D. SIMONIAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$8K
Participants21
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 | C. D. SIMONIAN INSURANCE AGENCY 401(K) PLAN | 401k | $84K | 18 | 2025 | |
| 001 | C.D. SIMONIAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN | ProfitSharing | $8K | 21 | 2025 |
Retirement plans