Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
BHR Life & Group Insurance Agency, Inc.
EIN 04-2774209Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$382K assets
Welfare
0
Participants
7
10 MONUMENT SQUARE, SUITE 201 - LEOMINSTER, MA 014535722978-534-1118
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $382K assets / 7 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#004
BHR LIFE & GROUP INSURANCE AGENCY, INC. CASH BALANCE PLAN
Cash balance
Assets$300K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BHR LIFE & GROUP INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$82K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BHR LIFE & GROUP INSURANCE AGENCY, INC. CASH BALANCE PLAN | Cash balance | $300K | 4 | 2025 | |
| 003 | BHR LIFE & GROUP INSURANCE AGENCY, INC. PROFIT SHARING PLAN | Profit-sharing | $82K | 3 | 2025 |
Retirement plans