Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOSWORTH & ASSOCIATES, INC.
EIN 75-1846067insuranceLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
36
1818 WSW LOOP 323 - TYLER, TX 75701903-561-2621bosworth-associates.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 36 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
BOSWORTH & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BOSWORTH & ASSOCIATES, INC. SAVINGS PLAN
401k
Assets$1.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BOSWORTH & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $3.0M | 17 | 2025 | |
| 001 | BOSWORTH & ASSOCIATES, INC. SAVINGS PLAN | 401k | $1.6M | 19 | 2025 |
Retirement plans