Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASHCROFT INC.
EIN 20-3481718industrial automationLatest filing 2025
Plans
3
Retirement
2
$97.4M assets
Welfare
1
$2.6M premiums
Participants
831
250 EAST MAIN STREET - STRATFORD, CT 06614203-378-8281ashcroft.comLinkedIn1001-5000 employeesindustrial automation
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $97.4M assets / 725 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
77%top
- THE VANGUARD GROUP, INC.77%
- (Not disclosed)23%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.6M premiums / 414 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$130K
- Life$107K
- Other$107K
- Long-term disability$31K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
- ANTHEM LIFE INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA5%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASHCROFT INC. 401(K) PLAN
401k
Assets$75.4M
Participants435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
ASHCROFT INC. RETIREMENT PLAN FOR UNION EMPLOYEES
TraditionalDB
Assets$21.9M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASHCROFT INC. FLEXIBLE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.6M
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASHCROFT INC. 401(K) PLAN | 401k | $75.4M | 435 | 2024 | |
| 011 | ASHCROFT INC. RETIREMENT PLAN FOR UNION EMPLOYEES | TraditionalDB | $21.9M | 290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASHCROFT INC. FLEXIBLE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.6M | 414 | 2025 |
Retirement plans
Welfare plans