Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDUCIAL, INC.
EIN 13-4009035Latest filing 2025
Plans
3
Retirement
2
$26.4M assets
Welfare
1
$1.5M premiums
Participants
658
10100 OLD COLUMBIA ROAD - COLUMBIA, MD 21046410-910-5885
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $26.4M assets / 335 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- (Not disclosed)66%
- T ROWE PRICE RPS INC34%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 323 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$235K
- Life$235K
- Short-term disability$235K
- Long-term disability$235K
- Other$235K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- METROPOLITAN LIFE INSURANCE COMPANY17%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FEDERATED FUNERAL DIRECTORS OF AMERICA, INC., A FIDUCIAL COMPANY, 401(K) SAVINGS PLAN
401k
Assets$17.5M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIDUCIAL 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$8.9M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIDUCIAL, INC. HEALTH PLAN
Fully Insured - BLUECROSS BLUE SHIELD OF ILLINOIS
Premiums$1.5M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FEDERATED FUNERAL DIRECTORS OF AMERICA, INC., A FIDUCIAL COMPANY, 401(K) SAVINGS PLAN | 401k | $17.5M | 187 | 2024 | |
| 002 | FIDUCIAL 401(K) RETIREMENT SAVINGS PLAN | 401k | $8.9M | 148 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIDUCIAL, INC. HEALTH PLAN | Fully Insured | BLUECROSS BLUE SHIELD OF ILLINOIS | $1.5M | 323 | 2025 |
Retirement plans
Welfare plans