Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STITH & ASSOCIATES HEALTH INSURANCE AGENCY, INC.
EIN 20-8864490insuranceLatest filing 2025
Plans
2
Retirement
2
$618K assets
Welfare
0
Participants
6
2826 MT. CARMEL AVENUE, SUITE D - GLENSIDE, PA 19038215-884-5580stithhealthinsurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $618K assets / 6 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#001
STITH & ASSOCIATES HEALTH INSURANCE AGENCY, INC. 401(K) PLAN
401k
Assets$455K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STITH & ASSOCIATES HEALTH INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$163K
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 | |
|---|---|---|---|---|---|---|
| 001 | STITH & ASSOCIATES HEALTH INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $455K | 4 | 2025 | |
| 002 | STITH & ASSOCIATES HEALTH INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $163K | 2 | 2024 |
Retirement plans