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Sponsor portfolio

MAXWOOD FURNITURE INC.

EIN 20-8938238-furniture-Latest filing 2025
Plans
2
Retirement
1
$883K assets
Welfare
1
$9K premiums
Participants
290
125 FAIRCHILD ST, SUITE 300 - DANIEL ISLAND, SC 29492203-683-4895maxwoodfurniture.comLinkedIn51-200 employeesfurniture
Plans on this EIN
2 filings
#001401k-$883K - 169 part#501Mixed-$9K - 121 lives

Benefits portfolio analytics

1 plan / $9K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$9K
  • Vision$9K
  • Life$9K
  • Short-term disability$9K
  • Long-term disability$9K
  • Other$9K
Total $9K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $9K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • AP BENEFIT ADVISORS, LLC72%
  • UNITED PRODUCERS GROUP LLC27%
  • FINANCIAL BALANCE GROUP LLC1%
Total $2K3 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

MAXWOOD FURNITURE INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$883K
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAXWOOD FURNITURE INC. BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$9K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAXWOOD FURNITURE INC 401(K) PROFIT SHARING PLAN & TRUST401k$883K1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAXWOOD FURNITURE INC. BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$9K1212025
Retirement plans
Welfare plans
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