Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LINNANE INSURANCE AGENCY INC.
EIN 26-0377297insuranceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
12
280 MAIN STREET, SUITE 202 - NORTH READING, MA 01864978-664-2000linnaneins.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 12 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
LINNANE INSURANCE AGENCY, INC. 401(K) PLAN
401k
Assets$871K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LINNANE INSURANCE AGENCY INC. CASH BALANCE PLAN
CashBalance
Assets$764K
Participants4
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 | LINNANE INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $871K | 8 | 2024 | |
| 002 | LINNANE INSURANCE AGENCY INC. CASH BALANCE PLAN | CashBalance | $764K | 4 | 2024 |
Retirement plans