Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
WESTERN STATE AGENCY, INC.
EIN 45-0106740Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$76.6M assets
Welfare
0
Participants
676
P.O. BOX 610 - DEVILS LAKE, ND 58301701-665-1816
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $76.6M assets / 676 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
WESTERN STATE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$53.2M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WESTERN STATE AGENCY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$23.3M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESTERN STATE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $53.2M | 313 | 2024 | |
| 001 | WESTERN STATE AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401k | $23.3M | 363 | 2024 |
Retirement plans