Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
PHILLIPS BROS. INSURANCE AGENCY, INC.
EIN 36-3238094insuranceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 23 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
PHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$3.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST
CashBalance
Assets$777K
Participants10
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 | PHILLIPS BROS. AGENCY PROFIT SHARING PLAN AND TRUST | ProfitSharing | $3.2M | 13 | 2024 | |
| 003 | PHILLIPS BROS. AGENCY CASH BALANCE PLAN AND TRUST | CashBalance | $777K | 10 | 2024 |
Retirement plans