Assets by plan
Share of aggregate retirement assets
- AND RETIREMENT PLAN (#002)$131.5M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $161.4M assets / 2,264 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $655K premiums / 1,290 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Mewa - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | STEW LEONARD'S 401(K) SAVINGS AND RETIREMENT PLAN | 401(k) | $131.5M | 2,076 | 2025 |
| #003 | STEW LEONARD'S MANAGEMENT RETIREMENT PLAN | 401(k) | $29.9M | 188 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | STEW LEONARD'S HEALTH AND WELFARE BENEFIT PLAN | Mewa | SUN LIFE ASSURANCE COMPANY OF CANADA | $655K | 1,290 | 2025 |