Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
D.R. SATIN INSURANCE AGENCY
EIN 26-4722030insuranceLatest filing 2025
Plans
2
Retirement
2
$676K assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $676K 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
D.R. SATIN INSURANCE AGENCY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$586K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
D.R. SATIN INSURANCE AGENCY PROFIT SHARING PLAN
ProfitSharing
Assets$90K
Participants3
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 | D.R. SATIN INSURANCE AGENCY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $586K | 4 | 2025 | |
| 002 | D.R. SATIN INSURANCE AGENCY PROFIT SHARING PLAN | ProfitSharing | $90K | 3 | 2025 |
Retirement plans