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  2. FORT RECOVERY INDUSTRIES, INC.
Sponsor portfolio

FORT RECOVERY INDUSTRIES, INC.

EIN 34-4410626-automotive-Latest filing 2025
Plans
3
Retirement
2
$39.8M assets
Welfare
1
$39K premiums
Participants
901
2440 STATE ROUTE 49 - FORT RECOVERY, OH 45846419-375-4121fortrecoveryindustries.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#001401k-$19.9M - 339 part#003401k-$19.9M - 339 part#503Mixed-$39K - 221 lives

Retirement portfolio analytics

2 plans aggregated / $39.8M assets / 678 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN AND TRUST (#001)50%
  • PLAN AND TRUST (#003)50%
Total $39.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)339
  • PLAN AND TRUST (#003)339
Total 678Click row to drill in

Benefits portfolio analytics

1 plan / $39K premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$28K
  • Life$16K
  • Long-term disability$6K
  • Vision$5K
Total $39K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
  • VISION SERVICE PLAN13%
Total $39K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $5K2 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

FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST

401k

Assets$19.9M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST

401k

Assets$19.9M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FORT RECOVERY INDUSTRIES HEALTH BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$39K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST401k$19.9M3392024
003FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST401k$19.9M3392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FORT RECOVERY INDUSTRIES HEALTH BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$39K2212025
Retirement plans
Welfare plans
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