Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRANDS INSURANCE AGENCY, INC.
EIN 31-1403760insuranceLatest filing 2025
Plans
2
Retirement
2
$18.4M assets
Welfare
0
Participants
109
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.4M assets / 109 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
BRANDS INSURANCE AGENCY, INC. 401(K) PLAN
401k
Assets$13.3M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRANDS INSURANCE AGENCY, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.1M
Participants48
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 | BRANDS INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $13.3M | 61 | 2025 | |
| 002 | BRANDS INSURANCE AGENCY, INC. DEFINED BENEFIT PLAN | TraditionalDB | $5.1M | 48 | 2025 |
Retirement plans