Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASSITER INSURANCE AGENCY LLC
EIN 20-1447541insuranceLatest filing 2024
Plans
2
Retirement
2
$576K assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $576K assets / 10 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#002
ASSITER INSURANCE AGENCY LLC CASH BALANCE PLAN
CashBalance
Assets$519K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASSITER INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN
401k
Assets$57K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASSITER INSURANCE AGENCY LLC CASH BALANCE PLAN | CashBalance | $519K | 5 | 2024 | |
| 001 | ASSITER INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN | 401k | $57K | 5 | 2024 |
Retirement plans