Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$65.6M
Filings through .
Western State Agency, Inc.
EIN 45-0106740Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$93.5M assets
Health & Benefits
0
Participants
731
P.O. BOX 610 - DEVILS LAKE, ND 58301701-665-1816
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $93.5M assets / 731 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WESTERN STATE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$65.6M
Participants341
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WESTERN STATE AGENCY, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$28.0M
Participants390
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WESTERN STATE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $65.6M | 341 | 2025 |
| #001 | WESTERN STATE AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $28.0M | 390 | 2025 |
- #002 · ESOP · 2025341
- #001 · 401(k) · 2025390
Retirement plans