Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONALD GADDIS CO., INC.
EIN 36-3212502insuranceLatest filing 2025
Plans
3
Retirement
2
$17.6M assets
Welfare
1
Participants
61
21 S. EVERGREEN AVE,, SUITE 220 - ARLINGTON HEIGHTS, IL 60005312-853-0071gaddiscompany.comLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $17.6M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN
401k
Assets$16.5M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
DONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN | 401k | $16.5M | 25 | 2025 | |
| 003 | DONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 11 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans