Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES B. LAVELLE AGENCY, INC.
EIN 13-3925077insuranceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 19 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
JAMES B. LAVELLE AGENCY 401(K) PLAN
401k
Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JAMES B. LAVELLE AGENCY PENSION PLAN
CashBalance
Assets$579K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES B. LAVELLE AGENCY 401(K) PLAN | 401k | $1.2M | 9 | 2024 | |
| 002 | JAMES B. LAVELLE AGENCY PENSION PLAN | CashBalance | $579K | 10 | 2024 |
Retirement plans