Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEONARD INSURANCE AGENCY, INC.
EIN 04-3496504insuranceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
14
683 MAIN STREET, SUITE B - OSTERVILLE, MA 02655508-428-6921leonardagency.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 14 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
LEONARD INSURANCE AGENCY 401(K) PLAN
401k
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEONARD INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$177K
Participants7
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 | LEONARD INSURANCE AGENCY 401(K) PLAN | 401k | $1.6M | 7 | 2025 | |
| 002 | LEONARD INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $177K | 7 | 2025 |
Retirement plans