Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $2.0M assets / 54 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BODEN AGENCY 401(K) PLAN | 401(k) | $1.2M | 43 | 2025 |
| #003 | BODENPR INC CASH BALANCE PENSION PLAN | Cash balance | $766K | 10 | 2025 |
| #002 | BODENPR INC RETIREMENT PLAN | Profit-sharing | $20K | 1 | 2025 |