Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AJ ASPHALT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.4M | 97 | 2025 | |
| 001 | J. KUHN ENTERPRISES DBA AJ ASPHALT 401(K) PLAN | 401k | $2.0M | 138 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AJ PAVEMENT CONSTRUCTION EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $857K | 206 | 2025 |