Sponsor portfolio
SJM INSURANCE AGENCY
EIN 04-3321504Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$824K assets
Welfare
0
Participants
1
4 MAIN STREET, P. O. BOX 2014 - LENOX, MA 01240413-637-8133
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 | |
|---|---|---|---|---|---|---|
| 001 | SJM INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $824K | 1 | 2025 |
Retirement plans