Sponsor portfolio
PETER E. MATHISON AGENCY, INC.
EIN 02-0620943insuranceLatest filing 2025
Plans
1
Retirement
1
$4.1M assets
Welfare
0
Participants
10
1110 JERICHO TURNPIKE - NEW HYDE PARK, NY 11040516-354-4949petemathison.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PETER E. MATHISON AGENCY, INC. 401(K) PLAN | 401k | $4.1M | 10 | 2025 |
Retirement plans