Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MORROW INSURANCE AGENCY, INC.
EIN 56-0330600insuranceLatest filing 2025
Plans
2
Retirement
2
$19.1M assets
Welfare
0
Participants
88
1216 6TH AVENUE WEST, SUITE 100 - HENDERSONVILLE, NC 28739828-694-5137morrowinsurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.1M assets / 88 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
MORROW INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN
ESOP
Assets$14.9M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MORROW INSURANCE AGENCY 401(K) PLAN
401k
Assets$4.1M
Participants40
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 | MORROW INSURANCE AGENCY, INC. EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN | ESOP | $14.9M | 48 | 2025 | |
| 003 | MORROW INSURANCE AGENCY 401(K) PLAN | 401k | $4.1M | 40 | 2025 |
Retirement plans