Assets by plan
Share of aggregate retirement assets
Filings through .
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Spiezle Group, Inc.
EIN 23-1937152Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$43.7M assets
Health & Benefits
2
$427K premiums
Participants
438
1395 YARDVILLE-HAMILTON SQUARE RD., SUITE 2A - HAMILTON, NJ 08691609-695-7400
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $43.7M assets / 258 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $427K premiums / 180 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$276K
- Dental$152K
- Vision$152K
- Life$152K
- Short-term disability$152K
- Long-term disability$152K
- +1 more
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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
SPIEZLE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$34.7M
Participants106
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SPIEZLE GROUP, INC. RETIREMENT PLAN
401(k)
Assets$8.9M
Participants152
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SPIEZLE GROUP, INC. GROUP MEDICAL PLAN
Self-funded - CRUM & FORSTER
Premiums$276K
Covered lives60
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
SPIEZLE GROUP, INC. DENTAL & ANCILLARY PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$152K
Covered lives120
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SPIEZLE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $34.7M | 106 | 2025 |
| #002 | SPIEZLE GROUP, INC. RETIREMENT PLAN | 401(k) | $8.9M | 152 | 2025 |
- #003 · ESOP · 2025106
- #002 · 401(k) · 2025152
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SPIEZLE GROUP, INC. GROUP MEDICAL PLAN | Self-funded | CRUM & FORSTER | $276K | 60 | 2025 |
| #501 | SPIEZLE GROUP, INC. DENTAL & ANCILLARY PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $152K | 120 | 2025 |
- #502 · Self-funded · CRUM & FORSTER · 202560
- #501 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025120
Retirement plans
Health & Benefits plans