Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R B VAHEY INSURANCE, INC.
EIN 20-8931464Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
17
333 E. LANCASTER AVENUE - UNIT B - WYNNEWOOD, PA 19096610-896-7100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 17 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
R B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
R B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants9
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 | R B VAHEY INSURANCE, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 8 | 2025 | |
| 002 | R B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 9 | 2025 |
Retirement plans