Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASSET PRESERVATION ADVISORS INC.
EIN 95-4772743Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$100K assets
Welfare
0
Participants
6
23171 LA CADENA DRIVE - LAGUNA HILLS, CA 92653949-433-4469
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $100K assets / 6 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
ASSET RETENTION INSURANCE SERVICES INC. 401(K) PLAN
401k
Assets$82K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ASSET PRESERVATION ADVISORS, INC. EMPLOYEES' RETIREMENT PLAN
ProfitSharing
Assets$18K
Participants1
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 | ASSET RETENTION INSURANCE SERVICES INC. 401(K) PLAN | 401k | $82K | 5 | 2025 | |
| 002 | ASSET PRESERVATION ADVISORS, INC. EMPLOYEES' RETIREMENT PLAN | ProfitSharing | $18K | 1 | 2024 |
Retirement plans