Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARTZ INSURANCE AGENCY, INC.
EIN 82-2921008Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
9
115 MAIN STREET, P.O. BOX 209 - WESTHOPE, ND 58793701-245-6665
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 9 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
ARTZ INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ARTZ INSURANCE AGENCY, INC. 401(K) PLAN
401k
Assets$714K
Participants5
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 | ARTZ INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 4 | 2024 | |
| 001 | ARTZ INSURANCE AGENCY, INC. 401(K) PLAN | 401k | $714K | 5 | 2025 |
Retirement plans