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Sponsor portfolio

SERVOTRONICS, INC

EIN 16-0837866-aviation & aerospace-Latest filing 2025
Plans
3
Retirement
2
$13.4M assets
Welfare
1
$2.8M premiums
Participants
820
1110 MAPLE STREET - ELMA, NY 14059716-655-5990servotronics.comLinkedIn201-500 employeesaviation & aerospace
Plans on this EIN
3 filings
#006401k-$10.1M - 318 part#004ESOP-$3.3M - 266 part#503Fully Insured-$2.8M - 236 lives

Retirement portfolio analytics

2 plans aggregated / $13.4M assets / 584 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN & TRUST (#006)75%
  • EMPLOYEE STOCK OWNERSHIP (#004)25%
Total $13.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • PAYCHEX, INC.75%
  • (Not disclosed)25%
Total $13.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#006)318
  • EMPLOYEE STOCK OWNERSHIP (#004)266
Total 584Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$498K
  • Vision$498K
  • Life$498K
  • Short-term disability$498K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • INDEPENDENT HEALTH82%
  • SUN LIFE ASSURANCE COMPANY OF CANADA18%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • USI INSURANCE SERVICES LLC83%
  • GIS BENEFITS INC17%
Total $160K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

SERVOTRONICS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.1M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SERVOTRONICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.3M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SERVOTRONICS, INC.

Fully Insured - INDEPENDENT HEALTH

Premiums$2.8M
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006SERVOTRONICS INC 401(K) PROFIT SHARING PLAN & TRUST401k$10.1M3182024
004SERVOTRONICS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.3M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SERVOTRONICS, INC.Fully InsuredINDEPENDENT HEALTH$2.8M2362025
Retirement plans
Welfare plans
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