Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATHY FOWLER AGENCY, LLC
EIN 27-1738976retailLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
47
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 47 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
KATHY FOWLER AGENCY, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KATHY FOWLER AGENCY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.0M
Participants23
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 | KATHY FOWLER AGENCY, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.6M | 24 | 2024 | |
| 002 | KATHY FOWLER AGENCY, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.0M | 23 | 2024 |
Retirement plans