Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
STRATEGIC GROWTH INSURANCE ASS
EIN 26-0281070insuranceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 28 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
STRATEGIC GROWTH INSURANCE ASS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STRATEGIC GROWTH INSURANCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$548K
Participants16
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 | STRATEGIC GROWTH INSURANCE ASS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.9M | 12 | 2025 | |
| 002 | STRATEGIC GROWTH INSURANCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ProfitSharing | $548K | 16 | 2025 |
Retirement plans