Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JUDD INSURANCE AGENCY, INC.
EIN 38-2064487individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
17
9352 MOORISH RD. - BIRCH RUN, MI 48415989-777-1060juddinsurance.comLinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 17 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
JUDD INSURANCE AGENCY, INC. EMPLOYEES PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JUDD INSURANCE AGENCY, INC. 401(K) PLAN
401k
Assets$626K
Participants11
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 | JUDD INSURANCE AGENCY, INC. EMPLOYEES PROFIT SHARING PLAN | ProfitSharing | $1.4M | 6 | 2025 | |
| 001 | JUDD INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $626K | 11 | 2025 |
Retirement plans