Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VIRGINIA TAM INSURANCE AGENCY, INC.
EIN 74-3051821insuranceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 29 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#001
VIRGINIA TAM INSURANCE AGENCY, INC. RETIREMENT
401k
Assets$2.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VIRGINIA TAM INSURANCE AGENCY, INC. PENSION PLAN
CashBalance
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VIRGINIA TAM INSURANCE AGENCY, INC. RETIREMENT | 401k | $2.1M | 18 | 2025 | |
| 002 | VIRGINIA TAM INSURANCE AGENCY, INC. PENSION PLAN | CashBalance | $1.1M | 11 | 2024 |
Retirement plans