Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $35.0M assets / 276 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $296K premiums / 59 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Mixed - HM LIFE INSURANCE COMPANY
Unknown
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DAVID M. MAINES & ASSOCIATES, INC. 401(K) PLAN | 401(k) | $26.7M | 165 | 2025 |
| #003 | DAVID M. MAINES ASSOCIATES, INC. CASH BALANCE PLAN | Cash balance | $8.3M | 111 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DAVID M. MAINES ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $296K | 59 | 2025 |
| #503 | BUILDERS & CONTRACTORS SUPP UNEMPLOYMENT INS PLAN | Unknown | - | $0 | 0 | 2025 |