Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HART INSURANCE GROUP
EIN 26-4187264medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
7
2203 TIMBERLOCH PLACE, SUITE 135 - THE WOODLANDS, TX 77380832-704-1228insurewithhart.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 7 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
HART INSURANCE GROUP PENSION PLAN
CashBalance
Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HART INSURANCE GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$147K
Participants5
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 | HART INSURANCE GROUP PENSION PLAN | CashBalance | $2.0M | 2 | 2025 | |
| 002 | HART INSURANCE GROUP 401(K) PROFIT SHARING PLAN | 401k | $147K | 5 | 2025 |
Retirement plans