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Sponsor portfolio

PRO-TEK CONSULTING

EIN 27-3969329-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$576K assets
Welfare
1
$5K premiums
Participants
342
21300 VICTORY BLVD STE 240 - WOODLAND HILLS, CA 913677714818-324-6668pro-tekconsulting.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$576K - 153 part#501Fully Insured-$5K - 189 lives

Benefits portfolio analytics

1 plan / $5K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5K
  • Other$5K
Total $5K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $5K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $7851 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

PRO-TEK CONSULTING 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$576K
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRO TEK CONSULTING

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRO-TEK CONSULTING 401(K) PROFIT SHARING PLAN & TRUST401k$576K1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRO TEK CONSULTINGFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5K1892025
Retirement plans
Welfare plans
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