Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INDEPENDENT INSURANCE AGENTS OF WISCONSIN
EIN 39-0711474insuranceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 14 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
INDEPENDENT INSURANCE AGENTS OF WISCONSIN 401(K) PLAN
401k
Assets$691K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$551K
Participants7
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 | INDEPENDENT INSURANCE AGENTS OF WISCONSIN 401(K) PLAN | 401k | $691K | 7 | 2025 | |
| 001 | INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN | MoneyPurchase | $551K | 7 | 2024 |
Retirement plans