Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
CONGDON & COLEMAN INSURANCE AGENCY, INC
EIN 04-2393657insuranceLatest filing 2025
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
35
57 MAIN ST - NANTUCKET, MA 02554508-228-0344congdonandcolemaninsurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.1M assets / 35 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#002
CONGDON & COLEMAN INSURANCE AGENCY, INC. 401K PLAN
401k
Assets$6.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CONGDON & COLEMAN INSURANCE AGENCY, INC. PENSION PLAN
TraditionalDB
Assets$3.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONGDON & COLEMAN INSURANCE AGENCY, INC. 401K PLAN | 401k | $6.8M | 18 | 2025 | |
| 001 | CONGDON & COLEMAN INSURANCE AGENCY, INC. PENSION PLAN | TraditionalDB | $3.3M | 17 | 2024 |
Retirement plans