Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEW HOPE INSURANCE AGENCY, INC.
EIN 45-3358415insuranceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
16
2664 SOUTH NEW HOPE ROAD - GASTONIA, NC 28056704-824-3130newhopeinsuranceagency.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 16 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
NEW HOPE INSURANCE AGENCY 401(K) PLAN
401k
Assets$702K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEW HOPE INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$486K
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 | |
|---|---|---|---|---|---|---|
| 001 | NEW HOPE INSURANCE AGENCY 401(K) PLAN | 401k | $702K | 9 | 2025 | |
| 002 | NEW HOPE INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $486K | 7 | 2025 |
Retirement plans