Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDREW F. RODGERS INSURANCE AGENCY, INC.
EIN 25-1429113Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$14.2M assets
Welfare
0
Participants
103
FOSTER PLAZA FIVE, 651 HOLIDAY DR, STE 505 - PITTSBURGH, PA 15220412-922-1651
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.2M assets / 103 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
ANDREW F. RODGERS INSURANCE AGENCY, INC. DEFINED BENEFIT RETIREMENT PLAN
TraditionalDB
Assets$7.7M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RODGERS AGENCY'S RETIREMENT SAVINGS PLAN
401k
Assets$6.5M
Participants41
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 | ANDREW F. RODGERS INSURANCE AGENCY, INC. DEFINED BENEFIT RETIREMENT PLAN | TraditionalDB | $7.7M | 62 | 2024 | |
| 002 | RODGERS AGENCY'S RETIREMENT SAVINGS PLAN | 401k | $6.5M | 41 | 2025 |
Retirement plans