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Sponsor portfolio

FEINGOLD & FEINGOLD INSURANCE AGENCY, INC.

EIN 04-2274728-insurance-Latest filing 2024
Plans
2
Retirement
2
$8.9M assets
Welfare
0
Participants
40
446 MAIN STREET, SUITE 1403 - WORCESTER, MA 01608508-831-9500LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#002401k-$7.5M - 18 part#003ESOP-$1.5M - 22 part

Retirement portfolio analytics

2 plans aggregated / $8.9M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#002)83%
  • EMPLOYEE STOCK OWNERSHIP (#003)17%
Total $8.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)22
  • PROFIT SHARING PLAN (#002)18
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FEINGOLD & FEINGOLD INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.5M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FEINGOLD & FEINGOLD INSURANCE AGENCY INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FEINGOLD & FEINGOLD INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN401k$7.5M182024
003FEINGOLD & FEINGOLD INSURANCE AGENCY INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.5M222024
Retirement plans
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