Assets by plan
Share of aggregate retirement assets
- WRG 401(K) (#001)$8.0M
- 401(K) PLAN 2 (#002)$3.5M
Filings through .
Top hat
WRG, LLC
EIN 27-4604909Wholesale TradeLatest filing 2025
Plans
4
Retirement
3
$17.8M assets
Health & Benefits
1
$2.0M premiums
Participants
407
2639 ROSEMEADE - CARROLLTON, TX 75007915-227-3201
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $17.8M assets / 236 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 254 covered lives
Coverage 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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WRG 401(K) PLAN
401(k)
Assets$8.0M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WRG HOUSTON 401(K) PLAN
401(k)
Assets$6.3M
Participants105
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WRG 401(K) PLAN 2
401(k)
Assets$3.5M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WRG HEALTH AND WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.0M
Covered lives254
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WRG 401(K) PLAN | 401(k) | $8.0M | 60 | 2025 |
| #003 | WRG HOUSTON 401(K) PLAN | 401(k) | $6.3M | 105 | 2025 |
| #002 | WRG 401(K) PLAN 2 | 401(k) | $3.5M | 71 | 2025 |
- WRG 401(K) PLAN$8.0M#001 · 401(k) · 202560
- #003 · 401(k) · 2025105
- WRG 401(K) PLAN 2$3.5M#002 · 401(k) · 202571
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WRG HEALTH AND WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF TEXAS | $2.0M | 254 | 2025 |
- #501 · Mixed · BLUECROSS BLUESHIELD OF TEXAS · 2025254
Retirement plans
Health & Benefits plans