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Sponsor portfolio

MENGEL, METZGER, BARR & CO. LLP

EIN 16-1092347-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$68.7M assets
Welfare
1
$6K premiums
Participants
431
370 WOODCLIFF DR STE 2A - FAIRPORT, NY 144504236585-672-1830
Plans on this EIN
2 filings
#001401k-$68.7M - 298 part#501Mixed-$6K - 58 lives

Benefits portfolio analytics

1 plan / $6K premiums / 58 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $6K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MENGEL, METZGER, BARR & CO. LLP RETIREMENT SAVINGS PLAN

401k

Assets$68.7M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENGEL, METZGER, BARR & CO. LLP WELFARE BENEFIT PLAN 501

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$6K
Covered lives58
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MENGEL, METZGER, BARR & CO. LLP RETIREMENT SAVINGS PLAN401k$68.7M2982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENGEL, METZGER, BARR & CO. LLP WELFARE BENEFIT PLAN 501MixedHARTFORD LIFE AND ACCIDENT$6K582024
Retirement plans
Welfare plans
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