Sponsor portfolio
THE AGENT INSURANCE SERVICES
EIN 45-0666325insuranceLatest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
Participants
21
6911 BRIDGEWOOD DRIVE - BOARDMAN, OH 44512330-758-3339theagentinsurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE AGENT INSURANCE SERVICES 401(K) PLAN
401k
Assets$2.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
AGENT RON LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE AGENT INSURANCE SERVICES 401(K) PLAN | 401k | $2.1M | 14 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGENT RON LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans