Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EMORY P. ZIMMER INSURANCE AGENCY, INC.
EIN 31-0728150insuranceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 18 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
EMORY P. ZIMMER INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EMORY P. ZIMMER INSURANCE AGENCY 401(K) PLAN
401k
Assets$518K
Participants9
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 | EMORY P. ZIMMER INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.0M | 9 | 2025 | |
| 003 | EMORY P. ZIMMER INSURANCE AGENCY 401(K) PLAN | 401k | $518K | 9 | 2025 |
Retirement plans