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  2. Control Associates, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Control Associates, Inc.

EIN 22-1629238-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$78.8M assets
Health & Benefits
1
$2.5M premiums
Participants
538
20 COMMERCE DRIVE - ALLENDALE, NJ 07401201-934-9200control-associates.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#003ESOP-$50.4M - 182 part#004401(k)-$28.4M - 215 part#501Fully insured-$2.5M - 197 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $78.8M assets / 397 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$50.4M
  • 401(K) RETIREMENT PLAN (#004)$28.4M
Total $78.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$50.4M
  • TRANSAMERICA RETIREMENT SOLUTIONS$28.4M
Total $78.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#004)215
  • EMPLOYEE STOCK OWNERSHIP (#003)182
Total 397Select a row to open it

Benefits portfolio analytics

1 plan / $2.5M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$208K
  • Vision$208K
  • Life$208K
  • Long-term disability$208K
  • Other$208K
Total $2.5M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$50.4M
Participants182
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

CONTROL ASSOCIATES, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN

401(k)

Assets$28.4M
Participants215
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CONTROL ASSOCIATES, INC.

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives197
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$50.4M1822025
#004CONTROL ASSOCIATES, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN401(k)$28.4M2152025
  • CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$50.4M
    #003 · ESOP · 2025182
  • CONTROL ASSOCIATES, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN$28.4M
    #004 · 401(k) · 2025215

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CONTROL ASSOCIATES, INC.Fully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.5M1972025
  • CONTROL ASSOCIATES, INC.$2.5M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025197
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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