PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DRAKE INSURANCE AGENCY
Sponsor portfolio

DRAKE INSURANCE AGENCY

EIN 81-1160448-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$455K assets
Welfare
0
Participants
4
120 MAIN STREET - DRAKE, ND 58736701-626-1600
Plans on this EIN
2 filings
#002CashBalance-$389K - 2 part#001401k-$66K - 2 part

Retirement portfolio analytics

2 plans aggregated / $455K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PLAN (#002)85%
  • AGENCY 401K PLAN (#001)15%
Total $455KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • AGENCY 401K PLAN (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DRAKE INSURANCE AGENCY CASH BALANCE PLAN

CashBalance

Assets$389K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DRAKE INSURANCE AGENCY 401K PLAN

401k

Assets$66K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DRAKE INSURANCE AGENCY CASH BALANCE PLANCashBalance$389K22025
001DRAKE INSURANCE AGENCY 401K PLAN401k$66K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica