Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WOODMANSEE INSURANCE INC
EIN 05-0316252insuranceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 33 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
WOODMANSEE INSURANCE,INC. 401(K)/PROFIT SHARING PLAN
401k
Assets$934K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WOODMANSEE INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$645K
Participants15
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 | WOODMANSEE INSURANCE,INC. 401(K)/PROFIT SHARING PLAN | 401k | $934K | 18 | 2024 | |
| 002 | WOODMANSEE INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $645K | 15 | 2024 |
Retirement plans