Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLUMBIA INSURANCE AGENCY, INC.
EIN 04-2456114insuranceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
25
31 CENTRAL SQUARE - LYNN, MA 01901781-598-5000columbiainsuranceagency.netLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 25 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
COLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COLUMBIA INSURANCE CASH BALANCE PLAN
CashBalance
Assets$482K
Participants8
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 | COLUMBIA INSURANCE 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 17 | 2024 | |
| 002 | COLUMBIA INSURANCE CASH BALANCE PLAN | CashBalance | $482K | 8 | 2024 |
Retirement plans