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Sponsor portfolio

A SQUARE GROUP LLC

EIN 26-3504429-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$15K premiums
Participants
284
7101 GUILDFORD DRIVE, SUITE 100 - FREDERICK, MD 21704301-770-1400
Plans on this EIN
2 filings
#001401k-$6.2M - 230 part#501Fully Insured-$15K - 54 lives

Benefits portfolio analytics

1 plan / $15K premiums / 54 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$15K
  • Other$15K
Total $15K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $15K1 slice

Broker market share

Schedule A broker compensation

Split broker
50%top
  • CBIZ BENEFITS & INSURANCE SERVICES50%
  • JET EMPLOYEE BENEFITS50%
Total $2K2 slices

Plan deep-dives

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

A SQUARE GROUP 401(K) PLAN

401k

Assets$6.2M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A SQUARE GROUP LLC LIFE AND AD&D PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$15K
Covered lives54
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001A SQUARE GROUP 401(K) PLAN401k$6.2M2302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A SQUARE GROUP LLC LIFE AND AD&D PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$15K542025
Retirement plans
Welfare plans
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