Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALTER STUMP INSURANCE AGENCY, LLC
EIN 26-2540542Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
8
1090 DETURKSVILLE ROAD - PINE GROVE, PA 179639202570-345-8357
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 8 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
WALTER STUMP INSURANCE AGENCY MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WALTER STUMP INSURANCE AGENCY PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
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 | WALTER STUMP INSURANCE AGENCY MONEY PURCHASE PENSION PLAN | MoneyPurchase | $1.5M | 4 | 2024 | |
| 002 | WALTER STUMP INSURANCE AGENCY PROFIT SHARING PLAN | ProfitSharing | $1.1M | 4 | 2024 |
Retirement plans