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  2. RETTEW ASSOCIATES, INC.
Sponsor portfolioTH

RETTEW ASSOCIATES, INC.

EIN 23-1712637-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$63.3M assets
Welfare
1
$189K premiums
Participants
1,091
3020 COLUMBIA AVENUE - LANCASTER, PA 17603800-738-8395
Plans on this EIN
3 filings
#002401k-$43.3M - 417 part#003ESOP-$20.0M - 396 part#501Mixed-$189K - 278 lives

Retirement portfolio analytics

2 plans aggregated / $63.3M assets / 813 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#002)68%
  • EMPLOYEE STOCK OWNERSHIP (#003)32%
Total $63.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • FULTON FINANCIAL ADVISORS68%
  • (Not disclosed)32%
Total $63.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)417
  • EMPLOYEE STOCK OWNERSHIP (#003)396
Total 813Click row to drill in

Benefits portfolio analytics

1 plan / $189K premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$189K
  • Life$138K
  • Long-term disability$138K
Total $189K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
  • AVALON INSURANCE COMPANY0%
  • MAZZITTI & SULLIVAN0%
Total $189K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCCONKEY BENEFITS & FINANCIAL SERV100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN

401k

Assets$43.3M
Participants417
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RETTEW EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.0M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

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

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$189K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN401k$43.3M4172024
003RETTEW EMPLOYEE STOCK OWNERSHIP PLANESOP$20.0M3962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETTEW ASSOCIATES, INC. GROUP LIFE AD&D LTD DENTAL HEALTH PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$189K2782024
Retirement plans
Welfare plans
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