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Sponsor portfolio

PHILPOTT SOLUTIONS GROUP, INC.

EIN 34-0462440-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$14.9M assets
Welfare
1
$243K premiums
Participants
146
1010 INDUSTRIAL PARKWAY NORTH - BRUNSWICK, OH 44212330-225-3344LinkedIn11-50 employeesconsumer goods
Plans on this EIN
3 filings
#001ESOP-$10.6M - 65 part#003401k-$4.3M - 44 part#501Self Funded-$243K - 37 lives

Retirement portfolio analytics

2 plans aggregated / $14.9M assets / 109 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#001)71%
  • BY DIVERSIFICATION PLAN (#003)29%
Total $14.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)65
  • BY DIVERSIFICATION PLAN (#003)44
Total 109Click row to drill in

Benefits portfolio analytics

1 plan / $243K premiums / 37 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITED STATES FIRE INSURANCE COMPANY100%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $243K2 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

PHILPOTT SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.6M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PHILPOTT SOLUTIONS GROUP INC. WEALTH ACCUMULATION BY DIVERSIFICATION PLAN

401k

Assets$4.3M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILPOTT SOLUTIONS GROUP INC. GROUP MEDICAL PLAN (501)

Self Funded - CRUM & FORSTER

Premiums$243K
Covered lives37
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHILPOTT SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.6M652025
003PHILPOTT SOLUTIONS GROUP INC. WEALTH ACCUMULATION BY DIVERSIFICATION PLAN401k$4.3M442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILPOTT SOLUTIONS GROUP INC. GROUP MEDICAL PLAN (501)Self FundedCRUM & FORSTER$243K372025
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