Sponsor portfolioTH
THE HOLTER AGENCY, INC.
EIN 75-3257093Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
23
100 E. WISCONSIN AVENUE, SUITE 2300 - MILWAUKEE, WI 53202414-271-3242
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLTER AGENCY, INC. 401(K) PLAN | 401k | $2.1M | 23 | 2024 |
Retirement plans