Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AVERY W. HALL INSURANCE AGENCY, INC
EIN 52-0631975insuranceLatest filing 2024
Plans
2
Retirement
2
$33.3M assets
Welfare
0
Participants
151
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.3M assets / 151 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#002
AVERY W. HALL INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$28.9M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AVERY HALL INSURANCE GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$4.4M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| 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 | 401k | $4.4M | 80 | 2024 |
Retirement plans