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

Filings through Oct 24, 2026.

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Rettew Associates, Inc.

EIN 23-1712637-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$75.2M assets
Health & Benefits
1
$723K premiums
Participants
1,076
3020 COLUMBIA AVENUE - LANCASTER, PA 17603800-738-8395
Plans on this EIN
3 filings
#002401(k)-$49.3M - 421 part#003ESOP-$25.9M - 411 part#501Mewa-$723K - 416 lives

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

Retirement portfolio analytics

2 plans aggregated / $75.2M assets / 832 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$49.3M
  • EMPLOYEE STOCK OWNERSHIP (#003)$25.9M
Total $75.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • FULTON BANK, N.A.$49.3M
  • (Not disclosed)$25.9M
Total $75.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)421
  • EMPLOYEE STOCK OWNERSHIP (#003)411
Total 832Select a row to open it

Benefits portfolio analytics

1 plan / $723K premiums / 416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$541K
  • Other$182K
  • Life$132K
  • Long-term disability$132K
Total $723K4 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#002

RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN

401(k)

Assets$49.3M
Participants421
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

RETTEW EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.9M
Participants411
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

RETTEW ASSOCIATES, INC. GROUP LIFE AD&D LTD DENTAL HEALTH PLAN

Mewa - AVALON INSURANCE COMPANY

Premiums$723K
Covered lives416
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN401(k)$49.3M4212025
#003RETTEW EMPLOYEE STOCK OWNERSHIP PLANESOP$25.9M4112025
  • RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN$49.3M
    #002 · 401(k) · 2025421
  • RETTEW EMPLOYEE STOCK OWNERSHIP PLAN$25.9M
    #003 · ESOP · 2025411

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501RETTEW ASSOCIATES, INC. GROUP LIFE AD&D LTD DENTAL HEALTH PLANMewaAVALON INSURANCE COMPANY$723K4162025
  • RETTEW ASSOCIATES, INC. GROUP LIFE AD&D LTD DENTAL HEALTH PLAN$723K
    #501 · Mewa · AVALON INSURANCE COMPANY · 2025416
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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