PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MAKSON, INC
Sponsor portfolio

MAKSON, INC

EIN 20-1118409-construction-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$188K premiums
Participants
293
1293 SPEEDWAY BLVD - SALISBURY, NC 28146704-636-5505LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$5.9M - 154 part#501Mixed-$188K - 179 lives

Benefits portfolio analytics

1 plan / $188K premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$111K
  • Long-term disability$111K
  • Other$111K
  • Dental$72K
  • Vision$72K
  • Short-term disability$6K
Total $188K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA59%
  • METROPOLITAN LIFE INSURANCE COMPANY38%
  • USABLE LIFE3%
Total $188K3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • WATCHTOWER BENEFITS, LLC9%
  • MOSAIC GROUP SERVICES0%
Total $37K3 slices

Plan deep-dives

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

MAKSON, INC. 401K PLAN

401k

Assets$5.9M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAKSON, INC. EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$188K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAKSON, INC. 401K PLAN401k$5.9M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAKSON, INC. EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$188K1792025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica