Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRISTINE M. RELYEA INSURANCE AGENCY, INC.
EIN 30-0524362Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
24
2391 RICHMOND AVENUE - STATEN ISLAND, NY 10314718-698-5803
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M 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
CMR AND ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CMR AND ASSOCIATES 401(K) PLAN
ProfitSharing
Assets$803K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CMR AND ASSOCIATES CASH BALANCE PLAN | CashBalance | $2.5M | 12 | 2025 | |
| 001 | CMR AND ASSOCIATES 401(K) PLAN | ProfitSharing | $803K | 12 | 2025 |
Retirement plans