Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $14.3M assets / 393 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $649K premiums / 415 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - TOKIO MARINE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.4M | 173 | 2025 |
| #001 | PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $4.9M | 220 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. WELFARE BENEFIT PLAN | Mixed | TOKIO MARINE | $649K | 415 | 2025 |