PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. A.D. SUTTON & SONS, INC.
Sponsor portfolio

A.D. SUTTON & SONS, INC.

EIN 13-2552750-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$78K premiums
Participants
206
10 W 33RD STREET, 11TH FLOOR, ROOM 1100 - NEW YORK, NY 10001212-695-7070
Plans on this EIN
2 filings
#001401k-$5.4M - 94 part#501Fully Insured-$78K - 107 lives

Benefits portfolio analytics

1 plan / $78K premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$78K
  • Life$78K
  • Other$78K
Total $78K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $78K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $6K1 slice

Plan deep-dives

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

A.D. SUTTON & SONS, INC. 401K PSP & TRUST

401k

Assets$5.4M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AD SUTTON & SONS, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$78K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001A.D. SUTTON & SONS, INC. 401K PSP & TRUST401k$5.4M942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AD SUTTON & SONS, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$78K1072025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica