Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOUZMANOFF FINANCIAL & INSURANCE SERVICES, INC.
EIN 95-3508384insuranceLatest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
9
3 MALAGA COVE PLAZA, SUITE 201 - PALOS VERDES ESTATES, CA 90274310-792-7355kouzfinancial.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 9 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
KOUZMANOFF FINANCIAL & INSURANCE SERVICES, INC. 401(K) PLAN
401k
Assets$4.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KOUZMANOFF FINANCIAL & INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants3
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 | KOUZMANOFF FINANCIAL & INSURANCE SERVICES, INC. 401(K) PLAN | 401k | $4.1M | 6 | 2024 | |
| 002 | KOUZMANOFF FINANCIAL & INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 3 | 2024 |
Retirement plans