Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
HOLDEN INSURANCE AGENCY, INC.
EIN 39-0849775insuranceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
91
823 BELKNAP STREET, SUITE 121, PO BOX 459 - SUPERIOR, WI 54880715-394-7741holdeninsurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 91 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#004
HOLDEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOLDEN INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$1.8M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | HOLDEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 43 | 2025 | |
| 003 | HOLDEN INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $1.8M | 48 | 2024 |
Retirement plans