Sponsor portfolio

J.E. OATES & SON INSURANCE, INC.

EIN 52-1161351Finance and InsuranceLatest filing 2025

Plans

Retirement

$1.8M assets

Welfare

Participants

1301 YORK ROAD, SUITE 702 - LUTHERVILLE, MD 21093410-339-7400

Plans on this EIN

1 filing

#002401k-$1.8M - 2 part

Plan deep-dives

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Retirement#002

J.E. OATES & SON INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.8M

Participants2

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	J.E. OATES & SON INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST	401k	$1.8M	2	2025

Retirement plans