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Sponsor portfolio

LIN AGENCY, LLC

EIN 47-5045713-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$300K assets
Welfare
0
Participants
8
8516 ANDERSON MILL RD., STE 107 - AUSTIN, TX 78729512-873-0118
Plans on this EIN
2 filings
#002401k-$186K - 4 part#001TraditionalDB-$113K - 4 part

Retirement portfolio analytics

2 plans aggregated / $300K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#002)62%
  • DEFINED BENEFIT PLAN (#001)38%
Total $300KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • DEFINED BENEFIT PLAN (#001)4
Total 8Click 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#002

LIN AGENCY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$186K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LIN AGENCY, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$113K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LIN AGENCY, LLC 401(K) PROFIT SHARING PLAN401k$186K42025
001LIN AGENCY, LLC DEFINED BENEFIT PLANTraditionalDB$113K42025
Retirement plans
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