Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARL FLETCHER INSURANCE
EIN 20-3237663insuranceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 7 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
CARL FLETCHER INSURANCE PENSION PLAN
TraditionalDB
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARL FLETCHER INSURANCE RETIREMENT PLAN
401k
Assets$484K
Participants4
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 | CARL FLETCHER INSURANCE PENSION PLAN | TraditionalDB | $2.5M | 3 | 2024 | |
| 001 | CARL FLETCHER INSURANCE RETIREMENT PLAN | 401k | $484K | 4 | 2024 |
Retirement plans