Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILLIPS BONDING AND INSURANCE AGENCY, INC.
EIN 94-3333707Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
10
2300 CONTRA COSTA BLVD., SUITE 280 - PLEASANT HILL, CA 94523925-687-4400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 10 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
PHILLIPS BONDING 401(K) PLAN
401k
Assets$6.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHILLIPS BONDING AND INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$522K
Participants4
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 | PHILLIPS BONDING 401(K) PLAN | 401k | $6.1M | 6 | 2025 | |
| 002 | PHILLIPS BONDING AND INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $522K | 4 | 2025 |
Retirement plans