Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
YOUNG AGENCY & ASSOCIATES LLC
EIN 81-2878557insuranceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 20 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
YOUNG AGENCY & ASSOCIATES LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
YOUNG INSURANCE AGENCY PROFIT SHARING PLAN
401k
Assets$1.0M
Participants10
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 | YOUNG AGENCY & ASSOCIATES LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.4M | 10 | 2024 | |
| 001 | YOUNG INSURANCE AGENCY PROFIT SHARING PLAN | 401k | $1.0M | 10 | 2025 |
Retirement plans