Sponsor portfolio
TRACY DAVIS INSURANCE AGENCY, INC.
EIN 32-0422129Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$496K assets
Welfare
0
Participants
6
919 N. FORT THOMAS AVENUE - FORT THOMAS, KY 41075859-781-5313
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRACY DAVIS INSURANCE AGENCY, INC 401(K) PLAN | 401k | $496K | 6 | 2025 |
Retirement plans