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Sponsor portfolio

AVI FOODSYSTEMS INC

EIN 34-0939177-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$118.2M assets
Welfare
1
$3.2M premiums
Participants
12,347
2590 ELM RD NE - WARREN, OH 444832904330-372-6000avifoodsystems.comLinkedIn5001-10000 employeesfood & beverages
Plans on this EIN
3 filings
#003401k-$111.3M - 6,350 part#002401k-$7.0M - 1,327 part#501Mixed-$3.2M - 4,658 lives

Retirement portfolio analytics

2 plans aggregated / $118.2M assets / 7,677 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • 401(K) RETIREMENT Savings (#003)94%
  • 401(K) PLAN A (#002)6%
Total $118.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#003)6,350
  • 401(K) PLAN A (#002)1,327
Total 7,677Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 4,658 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.7M
  • Short-term disability$1.7M
  • Long-term disability$1.7M
  • Other$1.7M
  • Dental$1.2M
  • Vision$264K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY53%
  • DELTA DENTAL OF CALIFORNIA39%
  • EYEMED VISION CARE8%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $327K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AVI FOODSYSTEMS, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$111.3M
Participants6,350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AVI FOODSYSTEMS, INC. 401(K) PLAN A

401k

Assets$7.0M
Participants1,327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVI FOODSYSTEMS, INC. WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives4,658
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AVI FOODSYSTEMS, INC. 401(K) RETIREMENT SAVINGS PLAN401k$111.3M6,3502025
002AVI FOODSYSTEMS, INC. 401(K) PLAN A401k$7.0M1,3272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVI FOODSYSTEMS, INC. WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$3.2M4,6582025
Retirement plans
Welfare plans
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