Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EARL BACON AGENCY, INC.
EIN 59-1031594insuranceLatest filing 2025
Plans
2
Retirement
2
$16.1M assets
Welfare
0
Participants
93
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.1M assets / 93 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
EARL BACON AGENCY, INC. EMPLOYEES SAVINGS AND INVESTMENT PLAN
401k
Assets$13.7M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
EARL BACON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.4M
Participants44
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 | EARL BACON AGENCY, INC. EMPLOYEES SAVINGS AND INVESTMENT PLAN | 401k | $13.7M | 49 | 2024 | |
| 004 | EARL BACON AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.4M | 44 | 2025 |
Retirement plans