Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A-V SERVICES, INC
EIN 13-2556151information technology and servicesLatest filing 2025
Plans
3
Retirement
2
$45.5M assets
Welfare
1
$379K premiums
Participants
907
99 FAIRFIELD ROAD - FAIRFIELD, NJ 07006973-575-5222avservices.netLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $45.5M assets / 675 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $379K premiums / 289 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$191K
- Vision$191K
- Life$188K
- Short-term disability$188K
- Long-term disability$188K
- Other$188K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- STARMOUNT LIFE INSURANCE COMPANY51%
- UNUM LIFE INSURANCE COMPANY OF AMERICA49%
Broker market share
Schedule A broker compensation
48%top
- ROBERT D SHAARA48%
- SHAARA, ROBERT D29%
- JAMES R NELLIGAN & ASSOCIATES LLC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
A-V SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$32.3M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A-V SERVICES, INCORPORATED 401(K) PROFIT SHARING PLAN
401k
Assets$13.2M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A-V SERVICES, INC HEALTH AND WELFARE PLAN
Mixed - STARMOUNT LIFE INSURANCE COMPANY
Premiums$379K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A-V SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $32.3M | 328 | 2024 | |
| 001 | A-V SERVICES, INCORPORATED 401(K) PROFIT SHARING PLAN | 401k | $13.2M | 347 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A-V SERVICES, INC HEALTH AND WELFARE PLAN | Mixed | STARMOUNT LIFE INSURANCE COMPANY | $379K | 289 | 2025 |
Retirement plans
Welfare plans