Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AG SPECIALIST INSURANCE SERVICES, INC.
EIN 45-2009063insuranceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 13 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
AG SPECIALIST CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AG SPECIALIST 401(K) PROFIT SHARING PLAN
401k
Assets$743K
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 | |
|---|---|---|---|---|---|---|
| 002 | AG SPECIALIST CASH BALANCE PLAN | CashBalance | $1.5M | 6 | 2025 | |
| 001 | AG SPECIALIST 401(K) PROFIT SHARING PLAN | 401k | $743K | 7 | 2025 |
Retirement plans