Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIXIE DUNAVANT INSURANCE
EIN 75-2396834insuranceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
101 W. HAWKINS PARKWAY, SUITE 9 - LONGVIEW, TX 75605903-663-0508longviewinsurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 6 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
DIXIE DUNAVANT INSURANCE 401(K) PLAN
401k
Assets$892K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DIXIE DUNAVANT INSURANCE CASH BALANCE PLAN
CashBalance
Assets$273K
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 | |
|---|---|---|---|---|---|---|
| 001 | DIXIE DUNAVANT INSURANCE 401(K) PLAN | 401k | $892K | 3 | 2024 | |
| 002 | DIXIE DUNAVANT INSURANCE CASH BALANCE PLAN | CashBalance | $273K | 3 | 2024 |
Retirement plans