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Sponsor portfolio

RICHARD DESIGN SERVICES, INC.

EIN 20-2036476-Latest filing 2025
Plans
3
Retirement
2
$108.1M assets
Welfare
1
$1.7M premiums
Participants
1,870
750 PEARL ST - BEAUMONT, TX 777013312409-832-7827rodgersservices.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$104.1M - 796 part#002401k-$4.0M - 516 part#502Mixed-$1.7M - 713 lives

Retirement portfolio analytics

2 plans aggregated / $108.1M assets / 1,312 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • FULL-TIME REGULAR 401(K) (#001)96%
  • CRAFT REGULAR 401(K) (#002)4%
Total $108.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
Total $108.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FULL-TIME REGULAR 401(K) (#001)796
  • CRAFT REGULAR 401(K) (#002)516
Total 1,312Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 713 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.1M
  • Short-term disability$917K
  • Long-term disability$917K
  • Vision$73K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA68%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA27%
  • DEARBORN LIFE INSURANCE COMPANY4%
  • USA LEGAL SERVICES1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • HIGGINBOTHAM INS AGENCY INC73%
  • THE ORIENTATION COMPANY, INC.19%
  • BENEFIT TECHNOLOGY RESOURCES, LLC8%
Total $150K3 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

RICHARD DESIGN SERVICES, INC. - FULL-TIME REGULAR 401(K) PLAN

401k

Assets$104.1M
Participants796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RICHARD DESIGN SERVICES, INC. FIELD & CRAFT REGULAR 401(K) PLAN

401k

Assets$4.0M
Participants516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RICHARD DESIGN SERVICES, INC. WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.7M
Covered lives713
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RICHARD DESIGN SERVICES, INC. - FULL-TIME REGULAR 401(K) PLAN401k$104.1M7962024
002RICHARD DESIGN SERVICES, INC. FIELD & CRAFT REGULAR 401(K) PLAN401k$4.0M5162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RICHARD DESIGN SERVICES, INC. WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.7M7132025
Retirement plans
Welfare plans
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