Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
PARRISH & GWINN INSURANCE GROUP, LLC
EIN 27-0849651Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 24 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#002
PARRISH & GWINN INSURANCE GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants10
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Retirement#001
PARRISH & GWINN INSURANCE GROUP, LLC 401(K) PLAN
401k
Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PARRISH & GWINN INSURANCE GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 10 | 2024 | |
| 001 | PARRISH & GWINN INSURANCE GROUP, LLC 401(K) PLAN | 401k | $1.3M | 14 | 2025 |
Retirement plans