Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PORTER SPAULDING INC. DBA DAIVES-BARRY INSURANCE
EIN 92-0029410Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
40
4205 CAMBRIA DR. W #201 - KETCHIKAN, AK 99901907-228-6365
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 40 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
DAVIES-BARRY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.6M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PORTER SPAULDING INC. DBA DAVIES BARRY INSURANCE 401(K) PLAN
401k
Assets$385K
Participants18
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 | DAVIES-BARRY INSURANCE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.6M | 22 | 2024 | |
| 001 | PORTER SPAULDING INC. DBA DAVIES BARRY INSURANCE 401(K) PLAN | 401k | $385K | 18 | 2025 |
Retirement plans