Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOMETOWN INSURANCE AGENCY OF SHAWANO
EIN 39-1126317Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$976K assets
Welfare
0
Participants
15
1207 E GREEN BAY STREET - SHAWANO, WI 54166715-526-6390
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $976K assets / 15 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
HOMETOWN INSURANCE 401(K) PLAN
401k
Assets$629K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HOMETOWN INSURANCE CASH BALANCE PLAN
CashBalance
Assets$348K
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 | |
|---|---|---|---|---|---|---|
| 001 | HOMETOWN INSURANCE 401(K) PLAN | 401k | $629K | 8 | 2025 | |
| 002 | HOMETOWN INSURANCE CASH BALANCE PLAN | CashBalance | $348K | 7 | 2025 |
Retirement plans