Assets by plan
Share of aggregate retirement assets
Filings through .
Bill Abee Insurance Group, Inc.
EIN 82-4783734Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Health & Benefits
0
Participants
4
6009 MILLER BRIDGE ROAD - CONNELLY SPRINGS, NC 28612828-874-3598
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 4 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BILL ABEE CASH BALANCE PLAN
Cash balance
Assets$1.1M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BILL ABEE INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN
401(k)
Assets$113K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BILL ABEE CASH BALANCE PLAN | Cash balance | $1.1M | 2 | 2025 |
| #002 | BILL ABEE INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | 401(k) | $113K | 2 | 2025 |
- #001 · Cash balance · 20252
- #002 · 401(k) · 20252
Retirement plans