Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WRG LLC
EIN 27-4604909Retail TradeLatest filing 2025
Plans
4
Retirement
3
$17.8M assets
Welfare
1
$2.0M premiums
Participants
407
2639 ROSEMEADE - CARROLLTON, TX 75007915-227-3201
Plans on this EIN
4 filingsRetirement portfolio analytics
3 plans aggregated / $17.8M assets / 236 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 254 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.0M
- Health$1.8M
- Dental$1.8M
- Prescription drug$1.8M
- Vision$217K
- Life$217K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DEARBORN LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- FRANK SWINGLE & ASSOCIATES, INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WRG 401(K) PLAN
401k
Assets$8.0M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WRG HOUSTON 401(K) PLAN
401k
Assets$6.3M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WRG 401(K) PLAN 2
401k
Assets$3.5M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WRG HEALTH AND WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.0M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WRG 401(K) PLAN | 401k | $8.0M | 60 | 2025 | |
| 003 | WRG HOUSTON 401(K) PLAN | 401k | $6.3M | 105 | 2025 | |
| 002 | WRG 401(K) PLAN 2 | 401k | $3.5M | 71 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WRG HEALTH AND WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF TEXAS | $2.0M | 254 | 2025 |
Retirement plans
Welfare plans