Assets by plan
Share of aggregate retirement assets
Filings through .
Woodmansee Insurance Inc
EIN 05-0316252insuranceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Health & Benefits
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 33 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WOODMANSEE INSURANCE,INC. 401(K)/PROFIT SHARING PLAN
401(k)
Assets$850K
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WOODMANSEE INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$645K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WOODMANSEE INSURANCE,INC. 401(K)/PROFIT SHARING PLAN | 401(k) | $850K | 18 | 2025 |
| #002 | WOODMANSEE INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $645K | 15 | 2025 |
- #001 · 401(k) · 202518
- #002 · ESOP · 202515
Retirement plans