Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DW INSURANCE & FINANCIAL SERVICES, INC.
EIN 82-0815009insuranceLatest filing 2024
Plans
2
Retirement
2
$724K assets
Welfare
0
Participants
12
5050 COLLIN MCKINNEY PKWY STE 204 - MCKINNEY, TX 75070972-665-8608dwinsuranceagency.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $724K assets / 12 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
DW INSURANCE & FINANCIAL SERVICES INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$445K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DW INSURANCE & FINANCIAL SERVICES, INC.RETIREMENT PLAN
401k
Assets$279K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DW INSURANCE & FINANCIAL SERVICES INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $445K | 6 | 2024 | |
| 001 | DW INSURANCE & FINANCIAL SERVICES, INC.RETIREMENT PLAN | 401k | $279K | 6 | 2024 |
Retirement plans