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Sponsor portfolio

MIERS INSURANCE, INC.

EIN 23-2119533-insurance-Latest filing 2025
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
66
615 WATERFRONT DRIVE - ALLENTOWN, PA 18102610-797-7900LinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#003ESOP-$4.3M - 35 part#002401k-$3.2M - 31 part

Retirement portfolio analytics

2 plans aggregated / $7.6M assets / 66 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • EMPLOYEE STOCK OWNERSHIP (#003)57%
  • INSURANCE, INC. 401(K) (#002)43%
Total $7.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)35
  • INSURANCE, INC. 401(K) (#002)31
Total 66Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MIERS INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MIERS INSURANCE, INC. 401(K) PLAN

401k

Assets$3.2M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MIERS INSURANCE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.3M352025
002MIERS INSURANCE, INC. 401(K) PLAN401k$3.2M312025
Retirement plans
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