Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELECTRONICS RESEARCH, INC. PROFIT SHARING PLAN | 401k | $11.0M | 112 | 2025 | |
| 002 | ELECTRONICS RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $251K | 102 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ELECTRONICS RESEARCH INC EMPLOYEE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $114K | 93 | 2024 |