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Sponsor portfolio

GOLDEN KRUST CARIBBEAN BAKERY

EIN 13-3502079-Latest filing 2025
Plans
3
Retirement
2
$6.2M assets
Welfare
1
$96K premiums
Participants
728
3958 PARK AVE. - BRONX, NY 10457718-583-0360gordonwfraziertreeservice.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#002401k-$4.8M - 145 part#001401k-$1.4M - 243 part#501Mixed-$96K - 339 lives

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 388 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CARIBBEAN BAKERY 401(K) (#002)78%
  • BAKERY UNION 401(K) (#001)22%
Total $6.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • ADP BROKER-DEALER22%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BAKERY UNION 401(K) (#001)243
  • CARIBBEAN BAKERY 401(K) (#002)145
Total 388Click row to drill in

Benefits portfolio analytics

1 plan / $96K premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$37K
  • Other$34K
  • Life$27K
  • Dental$25K
  • Vision$25K
Total $96K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • ANTHEM LIFE INSURANCE COMPANY92%
  • ESI EMPLOYEE ASSISTANCE GROUP8%
Total $96K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MARSHALL & STERLING EMPLOYEE BENEFI52%
  • FNA INSURANCE SERVICES INC48%
Total $9K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GOLDEN KRUST CARIBBEAN BAKERY 401(K) PLAN

401k

Assets$4.8M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GOLDEN KRUST CARIBBEAN BAKERY UNION 401(K) PLAN

401k

Assets$1.4M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOLDEN KRUST CARIBBEAN BAKERY WELFARE BENEFIT PLAN

Mixed - ANTHEM LIFE AND DISABILITY INS CO

Premiums$96K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GOLDEN KRUST CARIBBEAN BAKERY 401(K) PLAN401k$4.8M1452024
001GOLDEN KRUST CARIBBEAN BAKERY UNION 401(K) PLAN401k$1.4M2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOLDEN KRUST CARIBBEAN BAKERY WELFARE BENEFIT PLANMixedANTHEM LIFE AND DISABILITY INS CO$96K3392025
Retirement plans
Welfare plans
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