Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SENIORITY BENEFIT GROUP, INC.
EIN 45-2611056insuranceLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
36
6365 RIVERSIDE DR - DUBLIN, OH 430171480614-799-1403senioritybenefitgroup.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 36 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
SENIORITY BENEFIT GROUP, INC. RETIREMENT PLAN
401k
Assets$6.6M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SENIORITY BENEFIT GROUP,INC. CASH BALANCE PLAN
CashBalance
Assets$805K
Participants14
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 | SENIORITY BENEFIT GROUP, INC. RETIREMENT PLAN | 401k | $6.6M | 22 | 2025 | |
| 002 | SENIORITY BENEFIT GROUP,INC. CASH BALANCE PLAN | CashBalance | $805K | 14 | 2024 |
Retirement plans