Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$71K
- Short-term disability$71K
- Long-term disability$71K
- Other$71K
- Dental$16K
Sponsor portfolio
WILLIAM F. FENTON, LLC
EIN 02-0396507retailLatest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$88K premiums
Participants
396
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $88K premiums / 171 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- HARTFORD LIFE AND ACCIDENT81%
- DELTA DENTAL OF CALIFORNIA19%
Broker market share
Schedule A broker compensation
100%top
- THE RICHARDS GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAM F FENTON, LLC 401(K) PLAN
401k
Assets$10.9M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIAM F. FENTON, LLC EMPLOYEE MEDICAL PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$88K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM F FENTON, LLC 401(K) PLAN | 401k | $10.9M | 222 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIAM F. FENTON, LLC EMPLOYEE MEDICAL PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $88K | 171 | 2025 |
Retirement plans
Welfare plans