Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - HM LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROVIDENCE ENGINEERING CORPORATION 401K PLAN | 401k | $9.2M | 97 | 2025 | |
| 002 | PROVIDENCE ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.6M | 85 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROVIDENCE ENGINEERING CORPORATION EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $321K | 105 | 2025 |