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Sponsor portfolio

WEDGEWOOD, LLC

EIN 32-0474995-real estate-Latest filing 2025
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$50K premiums
Participants
652
2015 MANHATTAN BEACH BOULEVARD, SUITE 100 - REDONDO BEACH, CA 90278310-640-3070wedgewood-inc.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$29.7M - 489 part#501Mixed-$50K - 158 lives

Benefits portfolio analytics

1 plan / $50K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$50K
  • Life$46K
  • Short-term disability$46K
  • Long-term disability$46K
Total $50K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • SYMETRA LIFE INSURANCE COMPANY92%
  • LEGALPLANS, USA8%
Total $50K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • BROWN & BROWN INSURANCE SERVICES94%
  • WATCHTOWER TECHNOLOGIES INC6%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WEDGEWOOD 401(K) PLAN

401k

Assets$29.7M
Participants489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEDGEWOOD, LLC WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$50K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEDGEWOOD 401(K) PLAN401k$29.7M4892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEDGEWOOD, LLC WELFARE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$50K1582025
Retirement plans
Welfare plans
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