Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTH AND STAR INSURANCE AGENCY COMPANY DEFINED BENEFIT PLAN | TraditionalDB | $2.0M | 4 | 2025 | |
| 001 | NORTH AND STAR INSURANCE AGENCY PENSION PLAN | ProfitSharing | $685K | 7 | 2025 |