Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DURHAM & BATES AGENCIES, INC.
EIN 93-0463663insuranceLatest filing 2024
Plans
2
Retirement
2
$48.4M assets
Welfare
0
Participants
99
1211 SW 5TH AVENUE, SUITE 2800 - PORTLAND, OR 97204503-796-0292dbates.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $48.4M assets / 99 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
DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$39.2M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN
401k
Assets$9.3M
Participants44
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 | DURHAM & BATES AGENCIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $39.2M | 55 | 2024 | |
| 001 | DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN | 401k | $9.3M | 44 | 2024 |
Retirement plans