Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
AND AGENCY, LLC
EIN 26-4430035Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$828K assets
Welfare
0
Participants
69
2045 BISCAYNE BOULEVARD, SUITE 264 - MIAMI, FL 33137647-361-2342
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $828K assets / 69 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
AND AGENCY, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$827K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AND AGENCY, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$644
Participants2
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 | AND AGENCY, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $827K | 67 | 2024 | |
| 002 | AND AGENCY, LLC CASH BALANCE PLAN & TRUST | CashBalance | $644 | 2 | 2024 |
Retirement plans