Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAEKO, INC.
EIN 26-0319601civil engineeringLatest filing 2025
Plans
3
Retirement
2
$5.4M assets
Welfare
1
$1.0M premiums
Participants
411
451 N DEAN AVE - CHANDLER, AZ 852262745480-219-0093kaekoinc.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 242 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 169 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$870K
- Prescription drug$870K
- Dental$73K
- Life$54K
- Short-term disability$54K
- Long-term disability$54K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- HARTFORD LIFE AND ACCIDENT5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
99%top
- PATRIOT GROWTH INSURANCE SERVICES99%
- HUB INTERNATIONAL MIDWEST LIMITED1%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KAEKO, INC. 401(K) PLAN
401k
Assets$4.0M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAEKO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.4M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAEKO INC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$1.0M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAEKO, INC. 401(K) PLAN | 401k | $4.0M | 107 | 2024 | |
| 002 | KAEKO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.4M | 135 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAEKO INC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $1.0M | 169 | 2025 |
Retirement plans
Welfare plans