Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MACONACHY STRADLEY INSURANCE AGENCY, INC.
EIN 34-1791504insuranceLatest filing 2024
Plans
3
Retirement
2
$1.5M assets
Welfare
1
Participants
22
3205 BRETTON ST. NW, SUITE 100 - NORTH CANTON, OH 44720330-966-5170maconachystradley.comLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 22 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
MACONACHY STRADLEY 401(K) PLAN
401k
Assets$1.3M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MACONACHY STRADLEY INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$225K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MACONACHY-STRADLEY INSURANCE AGENCY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MACONACHY STRADLEY 401(K) PLAN | 401k | $1.3M | 13 | 2024 | |
| 002 | MACONACHY STRADLEY INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $225K | 9 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MACONACHY-STRADLEY INSURANCE AGENCY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans