Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AJR INSURANCE GROUP, INC.
EIN 20-5201410Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
4
2730 N.W. 70TH BLVD. - BOCA RATON, FL 33496561-324-0704
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 4 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
AJR INSURANCE GROUP DEFINED BENEFIT PLAN
TraditionalDB
Assets$836K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AJR INSURANCE GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$205K
Participants2
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 | AJR INSURANCE GROUP DEFINED BENEFIT PLAN | TraditionalDB | $836K | 2 | 2024 | |
| 003 | AJR INSURANCE GROUP PROFIT SHARING PLAN | ProfitSharing | $205K | 2 | 2024 |
Retirement plans