Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WANG INSURANCE AGENCY, INC.
EIN 94-3051282insuranceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
34
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 34 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
WANG INSURANCE AGENCY, INC 401(K) PLAN
401k
Assets$2.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
WANG INSURANCE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$261K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WANG INSURANCE AGENCY, INC 401(K) PLAN | 401k | $2.4M | 19 | 2025 | |
| 003 | WANG INSURANCE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $261K | 15 | 2025 |
Retirement plans