Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASHTON-PHILLIPS INSURANCE SERVICE
EIN 95-3995716insuranceLatest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
4
1801 CENTURY PARK EAST, 24TH FLOOR - LOS ANGELES, CA 90067310-277-3501LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 4 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
ASHTON-PHILLIPS INSURANCE SERVICES, INC. RETIREMENT PLAN
401k
Assets$7.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ASHTON-PHILLIPS INSURANCE SERVICES,INC. PROFIT SHARING PLAN
401k
Assets$5.4M
Participants2
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 | ASHTON-PHILLIPS INSURANCE SERVICES, INC. RETIREMENT PLAN | 401k | $7.1M | 2 | 2025 | |
| 002 | ASHTON-PHILLIPS INSURANCE SERVICES,INC. PROFIT SHARING PLAN | 401k | $5.4M | 2 | 2024 |
Retirement plans