Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LINKLATERS, LLP
EIN 13-2733177Latest filing 2025
Plans
4
Retirement
3
$141.5M assets
Welfare
1
$6.7M premiums
Participants
931
1290 AVENUE OF THE AMERICAS - NEW YORK, NY 10104212-830-9113
Retirement portfolio analytics
3 plans aggregated / $141.5M assets / 635 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
90%top
- CHARLES SCHWAB & CO., INC.90%
- (Not disclosed)10%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.7M premiums / 675 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.1M
- Prescription drug$6.1M
- Dental$386K
- Life$260K
- Short-term disability$260K
- Long-term disability$260K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
- IMG0%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LINKLATERS LLP 401(K) PROFIT SHARING PLAN
401k
Assets$89.8M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES
401k
Assets$37.3M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
LINKLATERS LLP RETIREMENT PLAN
CashBalance
Assets$14.3M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LINKLATERS WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6.7M
Covered lives675
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LINKLATERS LLP 401(K) PROFIT SHARING PLAN | 401k | $89.8M | 223 | 2024 | |
| 003 | LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES | 401k | $37.3M | 313 | 2024 | |
| 006 | LINKLATERS LLP RETIREMENT PLAN | CashBalance | $14.3M | 99 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LINKLATERS WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6.7M | 675 | 2025 |
Retirement plans
Welfare plans