Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOUIS J. BRUDNICK & SONS INSURANCE AGENCY, INC.
EIN 59-1967497Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
8
P.O. BOX 6299 - CHELSEA, MA 02150617-889-1100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 8 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
LOUIS J. BRUDNICK & SONS INSURANCE AGENCY, INC. 401(K) PLAN
401k
Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LOUIS J. BRUDNICK & SONS INSURANCE AGENCY CASH BALANCE PLAN
CashBalance
Assets$621K
Participants3
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 | LOUIS J. BRUDNICK & SONS INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $1.7M | 5 | 2024 | |
| 003 | LOUIS J. BRUDNICK & SONS INSURANCE AGENCY CASH BALANCE PLAN | CashBalance | $621K | 3 | 2024 |
Retirement plans