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FERGUSON & SHAMAMIAN ARCHITECTS, LLP

EIN 13-3447959-architecture & planning-Latest filing 2025
Plans
3
Retirement
2
$41.7M assets
Welfare
1
$1.9M premiums
Participants
328
270 LAFAYETTE STREET, SUITE 300 - NEW YORK, NY 10012212-941-8088fergusonshamamian.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401k-$40.4M - 129 part#002401k-$1.3M - 14 part#501Mixed-$1.9M - 185 lives

Retirement portfolio analytics

2 plans aggregated / $41.7M assets / 143 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PROFIT SHARING PLAN (#001)97%
  • SHARING PLAN II (#002)3%
Total $41.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)129
  • SHARING PLAN II (#002)14
Total 143Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$95K
  • Life$83K
  • Short-term disability$83K
  • Other$83K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • RSC INSURANCE BROKERAGE INC76%
  • ASSUREDPARTNERS17%
  • SELMAN & COMPANY, LLC7%
Total $98K3 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

FERGUSON & SHAMAMIAN ARCHITECTS, LLP 401K SAVINGS AND PROFIT SHARING PLAN

401k

Assets$40.4M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FERGUSON & SHAMAMIAN ARCHITECTS, LLP 401(K) PROFIT SHARING PLAN II

401k

Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FERGUSON & SHAMAMIAN ARCHITECTS, LLP WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FERGUSON & SHAMAMIAN ARCHITECTS, LLP 401K SAVINGS AND PROFIT SHARING PLAN401k$40.4M1292024
002FERGUSON & SHAMAMIAN ARCHITECTS, LLP 401(K) PROFIT SHARING PLAN II401k$1.3M142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FERGUSON & SHAMAMIAN ARCHITECTS, LLP WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.9M1852025
Retirement plans
Welfare plans
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