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

AMBITIONS, INC.

EIN 20-5129505-Latest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$287K premiums
Participants
2,040
9116 EAST SPRAGUE AVENUE, SUITE 1081 - SPOKANE VALLEY, WA 99206509-321-0414
Plans on this EIN
2 filings
#001401k-$25.0M - 1,679 part#501Mixed-$287K - 500 lives

Benefits portfolio analytics

1 plan / $287K premiums / 500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$277K
  • Life$10K
  • Other$10K
Total $287K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • DELTA DENTAL OF CALIFORNIA96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $287K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $15K1 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

AMBITIONS 401 K PLAN

401k

Assets$25.0M
Participants1,679
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMBITIONS, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF WASHINGTON

Premiums$287K
Covered lives500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMBITIONS 401 K PLAN401k$25.0M1,6792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMBITIONS, INC. HEALTH AND WELFARE BENEFITS PLANMixedDELTA DENTAL OF WASHINGTON$287K5002025
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