Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STAMMEN INSURANCE GROUP, LLC
EIN 82-1247255Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
54
115 SOUTH MAIN STREET - CELINA, OH 45822419-586-7500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 54 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#001
STAMMEN INSURANCE GROUP 401(K) PLAN
401k
Assets$892K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STAMMEN INSURANCE GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$352K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STAMMEN INSURANCE GROUP 401(K) PLAN | 401k | $892K | 30 | 2025 | |
| 002 | STAMMEN INSURANCE GROUP, LLC CASH BALANCE PLAN | CashBalance | $352K | 24 | 2025 |
Retirement plans