Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BATTEN INSURANCE SERVICES, INC.
EIN 47-1279871insuranceLatest filing 2024
Plans
2
Retirement
2
$541K assets
Welfare
0
Participants
9
10130 NORTHLAKE BLVD., STE 212 - WEST PALM BEACH, FL 33412561-358-0043agents.allstate.com/ann-marie-batten-west-palm-beach-fl.htmlLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $541K assets / 9 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
BATTEN INSURANCE SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$429K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BATTEN INSURANCE SERVICES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$112K
Participants5
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 | BATTEN INSURANCE SERVICES, INC. CASH BALANCE PLAN | CashBalance | $429K | 4 | 2024 | |
| 002 | BATTEN INSURANCE SERVICES, INC. PROFIT SHARING PLAN | ProfitSharing | $112K | 5 | 2024 |
Retirement plans