PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. S&K TECHNOLOGIES, INC.
Sponsor portfolioTH

S&K TECHNOLOGIES, INC.

EIN 32-0189276-Transportation and Warehousing-Latest filing 2025
Plans
3
Retirement
2
$60.3M assets
Welfare
1
$6.8M premiums
Participants
1,500
63066 OLD HIGHWAY 93, SUITE A - ST IGNATIUS, MT 59865406-745-5748
Plans on this EIN
3 filings
#002401k-$59.0M - 920 part#003401k-$1.3M - 97 part#503Mixed-$6.8M - 845 lives

Retirement portfolio analytics

2 plans aggregated / $60.3M assets / 1,017 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PLAN AND TRUST (#002)98%
  • UNION EMPLOYEE Savings (#003)2%
Total $60.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • FIRST INTERSTATE WEALTH MANAGEMENT98%
  • (Not disclosed)2%
Total $60.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)920
  • UNION EMPLOYEE Savings (#003)97
Total 1,017Click row to drill in

Benefits portfolio analytics

1 plan / $6.8M premiums / 845 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.0M
  • Life$273K
  • Short-term disability$147K
  • Other$129K
  • Long-term disability$114K
  • Vision$78K
Total $6.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN1%
Total $6.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • US NATIONAL BENEFIT PARTNERS WEST14%
Total $202K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

S&K TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$59.0M
Participants920
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

S&K TECHNOLOGIES, INC. UNION EMPLOYEE SAVINGS PLAN

401k

Assets$1.3M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

S&K TECHNOLOGIES, INC HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF MONTANA

Premiums$6.8M
Covered lives845
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002S&K TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$59.0M9202024
003S&K TECHNOLOGIES, INC. UNION EMPLOYEE SAVINGS PLAN401k$1.3M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503S&K TECHNOLOGIES, INC HEALTH AND WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF MONTANA$6.8M8452025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica