Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
THE AGENCY CLUSTER, LLC
EIN 84-4083401Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$883K assets
Welfare
0
Participants
31
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $883K assets / 31 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
THE AGENCY CLUSTER, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$561K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE AGENCY CLUSTER, LLC 401K PSP & TRUST
401k
Assets$322K
Participants15
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 | THE AGENCY CLUSTER, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $561K | 16 | 2024 | |
| 001 | THE AGENCY CLUSTER, LLC 401K PSP & TRUST | 401k | $322K | 15 | 2024 |
Retirement plans