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Sponsor portfolio

NICOLEHOLLIS, INC.

EIN 11-3680751-design-Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$104K premiums
Participants
223
1000 BRANNAN STREET SUITE 503 - SAN FRANCISCO, CA 94103415-278-9457nicolehollis.comLinkedIn51-200 employeesdesign
Plans on this EIN
2 filings
#001401k-$10.1M - 136 part#501Fully Insured-$104K - 106 lives

Benefits portfolio analytics

1 plan / $104K premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$104K
  • Vision$104K
  • Life$104K
  • Short-term disability$104K
  • Long-term disability$104K
Total $104K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $104K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ABD INS. AND FINANCIAL SVCS., INC.75%
  • DAILYFEATS INC.25%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NICOLEHOLLIS 401(K) PLAN

401k

Assets$10.1M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NICOLE HOLLIS BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$104K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NICOLEHOLLIS 401(K) PLAN401k$10.1M1362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NICOLE HOLLIS BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$104K1062024
Retirement plans
Welfare plans
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