Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRIME INSURANCE AGENCY, INC.
EIN 22-3825669insuranceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
48
960 E COUNTY LINE RD - LAKEWOOD, NJ 087012111732-886-5751primeins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 48 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
PRIME INSURANCE AGENCY, INC. PENSION PLAN
TraditionalDB
Assets$2.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PRIME INSURANCE AGENCY, INC. RETIREMENT PLAN
ProfitSharing
Assets$638K
Participants27
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 | PRIME INSURANCE AGENCY, INC. PENSION PLAN | TraditionalDB | $2.0M | 21 | 2024 | |
| 003 | PRIME INSURANCE AGENCY, INC. RETIREMENT PLAN | ProfitSharing | $638K | 27 | 2024 |
Retirement plans