Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
SPARTAN INSURANCE AGENCY, LLC
EIN 38-3365033insuranceLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 19 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
SPARTAN INSURANCE AGENCY, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SPARTAN INSURANCE AGENCY, LLC 401 K PLAN
401k
Assets$1.6M
Participants9
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 | SPARTAN INSURANCE AGENCY, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 10 | 2024 | |
| 002 | SPARTAN INSURANCE AGENCY, LLC 401 K PLAN | 401k | $1.6M | 9 | 2025 |
Retirement plans