California Southwestern Insurance Agency 401(k) Profit Sharing Plan
Sponsored by California Southwestern Insurance Agency · EIN 952786855 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 18
- With balances
- 20
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
No Schedule C on file for this plan year.
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | — | 18 | ack 20251204115000NAL0003270640001 |
| 07/01/2021 | — | 18 | ack 20250602162126NAL0006697651001 |