PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PRCG/HAGGERTY LLC
Sponsor portfolio

PRCG/HAGGERTY LLC

EIN 46-1493672-public relations and communications-Latest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
23
45 BROADWAY, 31ST FLOOR - NEW YORK, NY 10016212-683-8100prcg.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filings
#001401k-$1.9M - 14 part#002CashBalance-$1.2M - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#001)61%
  • PLAN AND TRUST (#002)39%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)14
  • PLAN AND TRUST (#002)9
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRCG/HAGGERTY LLC INCENTIVE SAVINGS PLAN AND TRUST

401k

Assets$1.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PRCG/HAGGERTY LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRCG/HAGGERTY LLC INCENTIVE SAVINGS PLAN AND TRUST401k$1.9M142024
002PRCG/HAGGERTY LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.2M92024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica