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Sponsor portfolio

CENTRAL STATE APPORTIONED TAG AGENCY, LLC

EIN 81-2149207-Public Administration-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
33
1753 US 27 N. - AVON PARK, FL 33825863-257-1905LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.2M - 22 part#002CashBalance-$765K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • TAG AGENCY 401(K) (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAG AGENCY 401(K) (#001)22
  • CASH BALANCE PLAN (#002)11
Total 33Click 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#001

CENTRAL STATE APPORTIONED TAG AGENCY 401(K) PLAN

401k

Assets$1.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CENTRAL STATE APPORTIONED TAG AGENCY CASH BALANCE PLAN

CashBalance

Assets$765K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CENTRAL STATE APPORTIONED TAG AGENCY 401(K) PLAN401k$1.2M222025
002CENTRAL STATE APPORTIONED TAG AGENCY CASH BALANCE PLANCashBalance$765K112024
Retirement plans
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