Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNAPOLIS INSURANCE CENTERS, INC. T/A JACK MARTIN INSURANC ADVISORS
EIN 20-5525409Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
22
111 FORBES STREET - ANNAPOLIS, MD 214011521410-263-8000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 22 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
JACK MARTIN INSURANCE ADVISORS CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JACK MARTIN INSURANCE 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants12
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 | JACK MARTIN INSURANCE ADVISORS CASH BALANCE PLAN | CashBalance | $2.0M | 10 | 2024 | |
| 001 | JACK MARTIN INSURANCE 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 12 | 2024 |
Retirement plans