Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREG HEATON AGENCY
EIN 36-3566410Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
21
1043 SOUTH OAKWOOD AVENUE - GENESEO, IL 61254309-944-1117
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 21 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
GREG HEATON AGENCY CASH BALANCE PLAN
CashBalance
Assets$911K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREG HEATON AGENCY 401(K) PLAN
401k
Assets$742K
Participants13
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 | GREG HEATON AGENCY CASH BALANCE PLAN | CashBalance | $911K | 8 | 2024 | |
| 001 | GREG HEATON AGENCY 401(K) PLAN | 401k | $742K | 13 | 2024 |
Retirement plans