Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHOP ARCHITECTS 401(K) PLAN | 401k | $11.5M | 181 | 2024 | |
| 003 | SHOP ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.4M | 104 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHOP ARCHITECTS, P.C. WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.6M | 223 | 2025 |