Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FINANCIAL PLANNING & RESEARCH PROPERTY-CASUALTY CORP OF AMERICA
EIN 22-1981538Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
6
100 US ROUTE 46 EAST, SUITE A03 - MOUNTAIN LAKES, NJ 07046973-586-7400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M 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#002
FINANCIAL PLANNING & RESEARCH PROPERTY-CASUALTY CORP OF AMERICA 401(K) PROFIT SHARING PLAN
401k
Assets$4.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FINANCIAL PLANNING & RESEARCH PROPERTY CASUALTY CORPORATION OF AMERICA CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants3
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 | FINANCIAL PLANNING & RESEARCH PROPERTY-CASUALTY CORP OF AMERICA 401(K) PROFIT SHARING PLAN | 401k | $4.1M | 3 | 2025 | |
| 001 | FINANCIAL PLANNING & RESEARCH PROPERTY CASUALTY CORPORATION OF AMERICA CASH BALANCE PLAN | CashBalance | $2.5M | 3 | 2024 |
Retirement plans