Assets by plan
Share of aggregate retirement assets
Filings through .
Avery W. Hall Insurance Agency, Inc.
EIN 52-0631975insuranceLatest filing 2024
Plans
2
Retirement
2
$33.3M assets
Health & Benefits
0
Participants
151
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.3M assets / 151 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
AVERY W. HALL INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$28.9M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
AVERY HALL INSURANCE GROUP 401(K) PROFIT SHARING PLAN
401(k)
Assets$4.4M
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AVERY W. HALL INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $28.9M | 71 | 2024 |
| #003 | AVERY HALL INSURANCE GROUP 401(K) PROFIT SHARING PLAN | 401(k) | $4.4M | 80 | 2024 |
- #002 · ESOP · 202471
- #003 · 401(k) · 202480
Retirement plans