Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PROFESSIONAL CONCEPTS INSURANCE AGENCY, INC.
EIN 38-2788281insuranceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M 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#001
PROFESSIONAL CONCEPTS INSURANCE AGENCY, INC. 401(K) PLAN
401k
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PROFESSIONAL CONCEPTS INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$538K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROFESSIONAL CONCEPTS INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $1.1M | 11 | 2024 | |
| 002 | PROFESSIONAL CONCEPTS INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $538K | 12 | 2024 |
Retirement plans