PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LARSON DESIGN GROUP, INC.
Sponsor portfolioTH

LARSON DESIGN GROUP, INC.

EIN 23-2615527-civil engineering-Latest filing 2025
Plans
4
Retirement
2
$89.1M assets
Welfare
2
$570K premiums
Participants
2,054
1000 COMMERCE PARK DR #201 - WILLIAMSPORT, PA 17701570-323-6603larsondesigngroup.comLinkedIn501-1000 employeescivil engineering
Plans on this EIN
4 filings
#001401k-$56.9M - 621 part#002ESOP-$32.2M - 474 part#502Mixed-$570K - 956 lives#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $89.1M assets / 1,095 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • GROUP, INC. 401(K) (#001)64%
  • EMPLOYEE STOCK OWNERSHIP (#002)36%
Total $89.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#001)621
  • EMPLOYEE STOCK OWNERSHIP (#002)474
Total 1,095Click row to drill in

Benefits portfolio analytics

2 plans / $570K premiums / 956 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$525K
  • Life$506K
  • Short-term disability$506K
  • Long-term disability$506K
  • Vision$45K
Total $570K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY89%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • TELADOC3%
Total $570K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
Total $77K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LARSON DESIGN GROUP, INC. 401(K) PLAN

401k

Assets$56.9M
Participants621
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LARSON DESIGN GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$32.2M
Participants474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LARSON DESIGN GROUP, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$570K
Covered lives956
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

LARSON DESIGN GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LARSON DESIGN GROUP, INC. 401(K) PLAN401k$56.9M6212024
002LARSON DESIGN GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$32.2M4742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LARSON DESIGN GROUP, INC. EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$570K9562025
002LARSON DESIGN GROUP EMPLOYEE STOCK OWNERSHIP PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica