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Sponsor portfolio

DEBORAH HAM WHITT AGENCY, INC.

EIN 16-1329136-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$300K assets
Welfare
1
Participants
12
3953 DEWEY AVENUE - ROCHESTER, NY 14616585-663-0960
Plans on this EIN
2 filings
#001ProfitSharing-$300K - 6 part#001Self Funded-0 lives

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Retirement#001

DEBORAH HAM WHITT AGENCY, INC. AGE-WEIGHTED PROFIT SHARING P

ProfitSharing

Assets$300K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

DEBORAH HAM WHITT AGENCY, INC. AGE-WEIGHTED PROFIT SHARING P

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEBORAH HAM WHITT AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PProfitSharing$300K62025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001DEBORAH HAM WHITT AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PSelf Funded-$002025
Retirement plans
Welfare plans
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